# SENTRY INVESTMENT MANAGEMENT, L.L.C.

SENTRY INVESTMENT MANAGEMENT, L.L.C. of STEVENS POINT, WI is an SEC-registered investment adviser.

## Registration

- CRD: 105176
- Type: SEC-registered investment adviser
- SEC file number: 801-7942
- Location: 1800 NORTH POINT DRIVE, STEVENS POINT, WI, 54481
- Phone: 715-346-6000
- Latest filing: 2026-03-26
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 10
- Accounts: 2

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| [James Elliot Mcdonald](https://search.stillhousedata.com/person/710349) | PRESIDENT AND DIRECTOR | — |
| [Todd Michael Schroeder](https://search.stillhousedata.com/person/710350) | TREASURER AND DIRECTOR | — |
| [Carla Marie Danczyk](https://search.stillhousedata.com/person/710351) | CHIEF COMPLIANCE OFFICER | — |
| [Timothy Kenneth Kovac](https://search.stillhousedata.com/person/710352) | SECRETARY | — |
| [FAGAN JANET LEITNER](https://search.stillhousedata.com/person/730569) | DIRECTOR; VICE PRESIDENT AND DIRECTOR | — |
| [SCHUH DALE ROBERT](https://search.stillhousedata.com/person/730570) | CHAIRMAN OF THE BOARD & DIRECTOR | — |
| [WEISHAN JAMES JOHN](https://search.stillhousedata.com/person/730571) | PRESIDENT; PRESIDENT AND DIRECTOR | — |
| [OREILLY WILLIAM MICHAEL](https://search.stillhousedata.com/person/730572) | SECRETARY & DIRECTOR | — |
| [LOHR WILLIAM JAMES](https://search.stillhousedata.com/person/730573) | TREASURER & DIRECTOR; VICE PRESIDENT, TREASURER & DIRECTOR | — |
| [PHILLIPS SUSAN ELLEN](https://search.stillhousedata.com/person/730574) | CHIEF COMPLIANCE OFFICER | — |
| [PHILLIPS VALERIE SUE](https://search.stillhousedata.com/person/757892) | CHIEF COMPLIANCE OFFICER | — |
| [LOHR WILLIAM J](https://search.stillhousedata.com/person/770676) | TREASURER & DIRECTOR | — |
| [SCHROEDER JOHN MICHAEL](https://search.stillhousedata.com/person/777906) | TREASURER AND DIRECTOR | — |
| [WILLIAMS NICHOLAS J](https://search.stillhousedata.com/person/788705) | DIRECTOR | — |
| [ERLER KENNETH J](https://search.stillhousedata.com/person/811707) | SECRETARY & DIRECTOR | — |
| [WHITROCK WENDY SUE](https://search.stillhousedata.com/person/811708) | CHIEF COMPLIANCE OFFICER | — |
| [ZIMMER MICHAEL VALENTINE](https://search.stillhousedata.com/person/811709) | TREASURER, DIRECTOR | — |
| [SANDERS CAROL PATRICIA](https://search.stillhousedata.com/person/819991) | TREASURER, DIRECTOR | — |
| [WHITROCK-KELLER WENDY SUE](https://search.stillhousedata.com/person/828746) | CHIEF COMPLIANCE OFFICER | — |
| [GANTZ DWAYNE ALLEN](https://search.stillhousedata.com/person/828747) | TREASURER, DIRECTOR | — |
| [McDonald James Elliot](https://search.stillhousedata.com/person/843535) | PRESIDENT AND DIRECTOR | — |
| [Kobussen Kip John](https://search.stillhousedata.com/person/851135) | DIRECTOR/SECRETARY | — |
| [DANCZYK CARLA MARIE](https://search.stillhousedata.com/person/861862) | CHIEF COMPLIANCE OFFICER | — |
| [Zanow Raina Marie](https://search.stillhousedata.com/person/870056) | ASSISTANT SECRETARY | — |
| [KOVAC TIMOTHY KENNETH](https://search.stillhousedata.com/person/874702) | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105176/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105176/similar
- Related entities: https://search.stillhousedata.com/firm/105176/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105176

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.