Benjamin Casselberry (CRD# 6914592) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Wausau, WI and has over 5 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Packerland Brokerage Services | Green Bay, WI | Jul 2019 - Current | 4 |
| Axa Advisors, LLC | New York, NY | Jan 2019 - May 2019 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Jun 2018 - Dec 2018 | < 1 |
| Haas Financial | Shoreview, MN | Mar 2018 - Dec 2018 | < 1 |
| Walser Automotive Group | White Bear Lake, MN | Aug 2017 - Mar 2018 | < 1 |
| Unemployed | New Richmond, WI | May 2017 - Aug 2017 | < 1 |
| Wells Fargo Home Mortgage | Minneapolis, MN | Sep 2016 - May 2017 | < 1 |
| First Capital Management Inc. | Inver Grove Heights, MN | Jun 2016 - Sep 2016 | < 1 |
| University Of Wisconsin - Superior | Superior, WI | May 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- KS
- TX
- WI
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Total Assets Under Management854MILLIONS
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Total Number of Accounts4,831ACCOUNTS
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Average Account Value$176,825
- 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, 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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