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SENTRY INVESTMENT MANAGEMENT, L.L.C.

Financial Advisor serving Stevens Point, Wisconsin · 1 of 2 financial advisors in the area

📍 1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
📞 (715) 346-••••
Map
📍 1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481

About SENTRY INVESTMENT MANAGEMENT, L.L.C.

SENTRY INVESTMENT MANAGEMENT, L.L.C. is a financial advisor located in Stevens Point, Wisconsin. As a local financial advisor, they serve Stevens Point and surrounding communities in Wisconsin. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Stevens Point should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Wisconsin securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Stevens Point

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Stevens Point may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Stevens Point

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Stevens Point?
Financial Advisors in Stevens Point typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Stevens Point?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Stevens Point to choose from.
Does SENTRY INVESTMENT MANAGEMENT, L.L.C. offer free quotes?
Contact SENTRY INVESTMENT MANAGEMENT, L.L.C. directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Stevens Point

EVEXIA WEALTH, LLC

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