Paul Fuhrman, financial advisor Menomonie WI

Paul Fuhrman

CRD Number: 1571669
Current Firm: Packerland Brokerage Services, Inc.

Paul Fuhrman (CRD# 1571669) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Menomonie, WI and has over 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Packerland Brokerage Services Inc. Green Bay, WI Sep 2009 - Current 14
Fuhrman Tax Service Ltd Menomonie, WI Jan 1976 - Current 48
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
Contact Info for Paul S. Fuhrman
Phone Number: 920-662-9500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    930
    MILLIONS
  • Total Number of Accounts
    7,065
    ACCOUNTS
  • Average Account Value
    $131,629
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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