Alan Resch (CRD# 4463486) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Birnamwood, WI and has over 22 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Packerland Brokerage Services | Green Bay, WI | Jan 2017 - Current | 7 |
| T.e.a. Properties LLC | Birnamwood, WI | Apr 2015 - Current | 9 |
| Central Wisconsin Insurance Associates | Birnamwood, WI | Jul 2012 - Current | 11 |
| Resch Birnamwood Insurance Agency | Birnamwood, WI | May 1994 - Current | 29 |
| Gradient Securities, LLC | Birnamwood, WI | Dec 2016 - Jan 2017 | < 1 |
| A & E Insurance Services LLC | Birnamwood, WI | Oct 2014 - Oct 2016 | 2 |
| Farm Pollution Liability Associates LLC | Birnamwood, WI | Apr 2015 - May 2016 | 1 |
| Cherry Investment Advisor | Birnamwood, WI | Jun 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management854MILLIONS
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Total Number of Accounts4,831ACCOUNTS
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Average Account Value$176,825
- A percentage of assets under your management
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