Unclaimed Profile

Carol Patricia Sanders

SENTRY INVESTMENT MANAGEMENT, L.L.C.·STEVENS POINT, Wisconsin

Clean recordSENTRY INVESTMENT MANAGEMENT, L.L.C.

1800 N POINT DRIVE, STEVENS POINT, WI 54481CRD# 6256210Firm CRD# 105176

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carol Patricia Sanders · STEVENS POINT, WI

Registration

CRD #6256210 · SENTRY INVESTMENT MANAGEMENT, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carol Patricia Sanders is a registered financial advisor based in STEVENS POINT, Wisconsin, affiliated with SENTRY INVESTMENT MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SENTRY INVESTMENT MANAGEMENT, L.L.C.

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SENTRY INVESTMENT MANAGEMENT, L.L.C. →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6256210

Firm CRD# 105176

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carol Patricia Sanders offer?

Carol Patricia Sanders specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in STEVENS POINT, Wisconsin for a consultation.

What are Carol Patricia Sanders's credentials?

Carol Patricia Sanders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carol Patricia Sanders located?

Carol Patricia Sanders is based in STEVENS POINT, Wisconsin, working with SENTRY INVESTMENT MANAGEMENT, L.L.C.. Their office serves clients in the STEVENS POINT metropolitan area and surrounding communities.

How does Carol Patricia Sanders charge for services?

Carol Patricia Sanders's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SENTRY INVESTMENT MANAGEMENT, L.L.C.?

SENTRY INVESTMENT MANAGEMENT, L.L.C. has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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