Jann Van DreserCRD 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.
Cetera Advisors LLC
Park Avenue Securities LLC
Ameriprise Financial Services, Inc.
|Packerland Brokerage Services, Inc.||Green Bay, WI||Jan 1999 - Current||18|
|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|
Total Assets Under Management155MILLIONS
Total Number of Accounts1,130ACCOUNTS
Average Account Value$137,435
- 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
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