Paul Pretti, financial advisor Brookfield WI
96 score

Paul Pretti

CRD Number: 5468113
Current Firm: Packerland Brokerage Services, Inc.

Paul Pretti (CRD# 5468113) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Brookfield, WI and has over 8 years of experience in the finance industry. Paul Pretti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Packerland Brokerage Services Inc. Green Bay, WI Dec 2012 - Current 4
New England Securities Brookfield, WI Nov 2007 - Nov 2012 5
Lakeside International Trucks Milwaukee, WI Jan 2002 - Jul 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Paul R. Pretti
Phone Number: 920-662-9500
Registered State(s):
  • NC
  • WI
By the Numbers
  • Total Assets Under Management
    155
    MILLIONS
  • Total Number of Accounts
    1,130
    ACCOUNTS
  • Average Account Value
    $137,435
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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