Dale Rhodes, financial advisor Green Bay WI
93 score

Dale Rhodes

CRD Number: 1133506
Current Firm: Packerland Brokerage Services, Inc.

Dale Rhodes (CRD# 1133506) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Packerland Brokerage Services, Inc. Green Bay, WI Jun 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
Contact Info for Dale J. Rhodes
Phone Number: 920-662-9500
Registered State(s):
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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