Sentinel Advisory Group

Sentinel Advisory Group

Tailored Financial Planning in Middleton, WI

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  • Who We Are
    • Meet Our Team
    • Our Credentials
  • What We Do
    • Our Process
    • Clients We Serve Best
    • Services
  • Insights
  • Contact
  • Client Logins
    • Investor360 Login
    • Income Lab Login
    • Right Capital
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CFP®

CERTIFIED FINANCIAL PLANNER™

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, with the skills needed to design and implement personalized financial plans for clients. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards—the designation is widely regarded as the standard of excellence in the financial planning profession. CFP® professionals understand the complexities of the changing financial climate and will make recommendations in your best interest.

Sentinel Advisory Group Logo

1600 Aspen Commons,
Suite 825
Middleton, WI 53562

Phone: 608-579-9350
Fax: 608-579-9351
team@sentineladvisory.com

© 2025 Sentinel Advisory Group

Form CRS

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

The Financial Advisor(s) associated with this website may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Check the background of our firm on FINRA’s Brokercheck