Jann Van Dreser, financial advisor Stevens Point WI
93 score

Jann Van Dreser

CRD Number: 1799156
Current Firm: Packerland Brokerage Services, Inc.

Jann Van Dreser (CRD# 1799156) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Stevens Point, WI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Packerland Brokerage Services, Inc. Green Bay, WI Jan 1999 - Current 17
Jann Van Dresser & Associates Stevens Point, WI Sep 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Jann M. Van Dreser
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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