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Wendy Sue Whitrock-Keller

SENTRY INVESTMENT MANAGEMENT, L.L.C.·STEVENS POINT, Wisconsin
SIE, Series 6, Series 26Clean recordSENTRY INVESTMENT MANAGEMENT, L.L.C.
1800 N POINT DRIVE, STEVENS POINT, WI 54481CRD# 5926229Firm CRD# 105176

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wendy Sue Whitrock-Keller · STEVENS POINT, WI
Registration
CRD #5926229 · SENTRY INVESTMENT MANAGEMENT, L.L.C.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SENTRY INVESTMENT MANAGEMENT, L.L.C.
CRD 105176 · SEC 801-7942
AUM
$1.4B
Regulatory assets under management
Employees
11
2 client accounts
Services offered by SENTRY INVESTMENT MANAGEMENT, L.L.C.
Per Form ADV
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at SENTRY INVESTMENT MANAGEMENT, L.L.C. →
Introduction

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Frequently Asked Questions

What services does Wendy Sue Whitrock-Keller offer?
Wendy Sue Whitrock-Keller specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in STEVENS POINT, Wisconsin for a consultation.
What are Wendy Sue Whitrock-Keller's credentials?
Wendy Sue Whitrock-Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Sue Whitrock-Keller located?
Wendy Sue Whitrock-Keller 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 Wendy Sue Whitrock-Keller charge for services?
Wendy Sue Whitrock-Keller'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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Nearby cities in Wisconsin
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