Karly Jo Costanzo

Employer firm

Sentinel Advisory Group, LLC CRD 338121

$321M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 01/2021
  Brenton Cashore
  Madison, WI
• 01/2019 → 06/2019
  Bronfman E. L. Rothschild
  Madison, WI
• 01/2016 → 12/2018
  Athletic Business Office
  Madison, WI
• 07/2019 → 07/2024
  Northwestern Mutual Investment Services, Llc.
  Middleton, WI
• 07/2024 → Present
  Sentinel Advisory Group, Llc
  Middleton, WI
• 07/2024 → 12/2025
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2024-07-11 → 2025-12-31
  Commonwealth Financial Network
  Waunakee, WI
  South Wayne, WI
  Waltham, MA
  Middleton, WI

Other Businesses

1. Fixed insurance sales; as of 7/01/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Costanzo Rentals, LLC; an entity created for the purpose of owning and managing residential real estate at 205 Simon Crestway, Waunakee, WI 53597, as of 8/06/2025; 0% time spent during business hours; Not conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-09

Designations

• Certified Financial Planner

Other Names

• Karly Keller
• Karly Jo Keller