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William James Lohr

SENTRY INVESTMENT MANAGEMENT, L.L.C.·STEVENS POINT, Wisconsin
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1800 N POINT DRIVE, STEVENS POINT, WI 54481CRD# 2915129Firm CRD# 105176
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About

William James Lohr 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.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
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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# 2915129
Firm CRD# 105176
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William James Lohr offer?
William James Lohr specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in STEVENS POINT, Wisconsin for a consultation.
What are William James Lohr's credentials?
William James Lohr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William James Lohr located?
William James Lohr 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 William James Lohr charge for services?
William James Lohr'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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Other advisors in STEVENS POINT
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.Michael Valentine Zimmer — 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
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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