Elizabeth Scott, financial advisor Green Bay WI
93 score

Elizabeth Scott

CRD Number: 5419236
Current Firm: Packerland Brokerage Services, Inc.

Elizabeth Scott (CRD# 5419236) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Packerland Brokerage Services Inc. Green Bay, WI Mar 2012 - Current 4
Packerland Brokerage Services Inc. Green Bay, WI Jan 2011 - Current 5
Brian Vandehey Insurance & Financial Planning Depere, WI Jul 2010 - Current 6
Ing Financial Partners, Inc. Green Bay, WI Oct 2009 - Jul 2010 < 1
Sauvey & Sauvey, Inc. Green Bay, WI Aug 2008 - Jul 2010 1
Sii Investments Appleton, WI Aug 2007 - Aug 2008 1
Enzymatic Therapy Green Bay, WI May 2007 - Aug 2007 < 1
Bay Family Resturant & Motel Green Bay, WI Sep 1999 - Aug 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Elizabeth A. Scott
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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