AdvisorOS Directory
Claim Profile
MZ

Michael Valentine Zimmer

SENTRY INVESTMENT MANAGEMENT, L.L.C.·STEVENS POINT, Wisconsin
Unclaimed Profile
1800 N POINT DRIVE, STEVENS POINT, WI 54481CRD# 6194704Firm CRD# 105176
01

About

Michael Valentine Zimmer 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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SENTRY INVESTMENT MANAGEMENT, L.L.C.
SENTRY INVESTMENT MANAGEMENT, L.L.C.
AUM
$1.4B
Regulatory assets under management
Employees
11
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6194704
Firm CRD# 105176
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STEVENS POINT?

Browse all registered financial advisors in STEVENS POINT, Wisconsin or claim this profile if it's yours.

Browse STEVENS POINT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Valentine Zimmer offer?
Michael Valentine Zimmer specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in STEVENS POINT, Wisconsin for a consultation.
What are Michael Valentine Zimmer's credentials?
Michael Valentine Zimmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Valentine Zimmer located?
Michael Valentine Zimmer 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 Michael Valentine Zimmer charge for services?
Michael Valentine Zimmer'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in STEVENS POINT
William James Lohr — SENTRY INVESTMENT MANAGEMENT, L.L.C.James John Weishan — SENTRY INVESTMENT MANAGEMENT, L.L.C.Kenneth J Erler — SENTRY INVESTMENT MANAGEMENT, L.L.C.Michael J Williams — SENTRY INVESTMENT MANAGEMENT, L.L.C.Todd Michael Schroeder — SENTRY INVESTMENT MANAGEMENT, L.L.C.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile