Steven Westenberg, financial advisor Oconto WI

Steven Westenberg

CRD Number: 2440924
Current Firm: Packerland Brokerage Services, Inc.

Steven Westenberg (CRD# 2440924) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oconto, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Packerland Brokerage Services, Inc. Green Bay, WI Jun 1995 - Current 28
Self Employed Insurance Slales Oconto, WI Jan 1992 - Current 32
Modern Woodmen Of America Rock Island, IL Feb 1991 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination May 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Steven G. Westenberg
Phone Number: 920-662-9500
Registered State(s):
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IA
  • MI
  • MN
  • PA
  • TX
  • UT
  • WA
  • 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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