Pamela Eggers, financial advisor Pulaski WI

Pamela Eggers

CRD Number: 4538221
Current Firm: Packerland Brokerage Services, Inc.

Pamela Eggers (CRD# 4538221) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Pulaski, WI and has over 21 years of experience in the finance industry. Pamela Eggers 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 Nov 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for Pamela R. Eggers
Phone Number: 920-662-9500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    854
    MILLIONS
  • Total Number of Accounts
    4,831
    ACCOUNTS
  • Average Account Value
    $176,825
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

AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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