Sentinel Advisory Group
Financial Services • 
Middleton, Wisconsin, United States • 11-20 Employees
Company overview
| Headquarters | 1600 Aspen Commons, Suite 825, Middleton, WI 53562, US |
| Phone number | +16085799351 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Insurance Services, Wealth Management, Financial Planning |
| Founded | 2019 |
| Employees | 11-20 |
| Socials |
Key Contacts at Sentinel Advisory Group
Brent Cashore
Co-Founder/Private Wealth Advisor
Nathan Keeling
Co-Founder/Private Wealth Advisor
Natalie Burgess
Director Of Operations
Sentinel Advisory Group Email Formats
Sentinel Advisory Group uses 3 email formats. The most common is {first initial} (e.g., j@sentineladvisory.com), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sentineladvisory.com | 63.6% |
{first name} | john@sentineladvisory.com | 27.3% |
{first initial}{last name} | jdoe@sentineladvisory.com | 9.1% |
About Sentinel Advisory Group
We are a financial planning and wealth management firm. We also offer investment advisory and insurance services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The financial advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. 1600 Aspen Commons Suite 825 Middleton, WI 53562 608-579-9350 www.commonwealth.com/termsofuse.html
Sentinel Advisory Group revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Sentinel Advisory Group has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
Sentinel Advisory Group has never raised funding before.
Sentinel Advisory Group Tech Stack
Discover the technologies and tools that power Sentinel Advisory Group's digital infrastructure, from frameworks to analytics platforms.
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AustraliaFrequently asked questions
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