James Ison (CRD# 4772755) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Wausau, WI and has over 19 years of experience in the finance industry. James Ison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 | May 2014 - Current | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2006 |
- FL
- GA
- MI
- NC
- OH
- 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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