Robert WachholzCRD Number: 4619539
Current Firm: Packerland Brokerage Services, Inc.
Robert Wachholz (CRD# 4619539) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Saint Germain, WI and has over 15 years of experience in the finance industry.
Commonwealth Financial Network
Cambridge Investment Research Advisors, Inc.
Birchwood Asset Management, LLC
|Packerland Brokerage Services Inc.||Green Bay, WI||Dec 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S65||NASAA Investment Advisors Law Examination||Feb 2012|
Total Assets Under Management239MILLIONS
Total Number of Accounts1,722ACCOUNTS
Average Account Value$138,539
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI