Unclaimed Profile

James Elliot Mcdonald

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

Clean recordSENTRY INVESTMENT MANAGEMENT, L.L.C.

1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481CRD# 6776998Firm CRD# 105176

Profile Verification

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

Identity

James Elliot Mcdonald · STEVENS POINT, WI

Registration

CRD #6776998 · SENTRY INVESTMENT MANAGEMENT, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Elliot Mcdonald 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# 6776998

Firm CRD# 105176

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Elliot Mcdonald offer?

James Elliot Mcdonald specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in STEVENS POINT, Wisconsin for a consultation.

What are James Elliot Mcdonald's credentials?

James Elliot Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Elliot Mcdonald located?

James Elliot Mcdonald 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 James Elliot Mcdonald charge for services?

James Elliot Mcdonald'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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