Investment adviser representative · Sentinel Advisory Group, LLC
Karly J. Costanzo
CRD 7139028 · Middleton, WI
At a glance
Karly J. Costanzo is an investment adviser representative with Sentinel Advisory Group, LLC in Middleton, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Karly’s SEC record dates to 2024, about 2 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Sentinel Advisory Group, LLCSince December 2025Middleton, WI · $321M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Karly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.