Packerland Brokerage Services, Inc.

Packerland Brokerage Services, Inc. (CRD# 37031) is a financial advisory firm headquartered in Green Bay, WI. They manage $155,301,335 in 1,130 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Packerland Brokerage Services, Inc.
Showing 1 - 10 of 127 top financial advisors.
1
Paul S. Fuhrman
CRD#: 1571669
320 23rd Ave E, Menomonie, WI 54751
96
Wealthminder
score

Paul Fuhrman (CRD# 1571669) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Menomonie, WI and has over 30 years of experience in the finance industry.

2
Jerrold A. Ganz
CRD#: 1795763
1540 Capitol Dr Ste 203, Po Box 12767, Green Bay, WI 54303
96
Wealthminder
score

Jerrold Ganz (CRD# 1795763) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 28 years of experience in the finance industry. Jerrold Ganz 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.

3
Michael C. Handrick
CRD#: 1974355
Minocqua, WI
96
Wealthminder
score

Michael Handrick (CRD# 1974355) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Minocqua, WI and has over 9 years of experience in the finance industry.

4
James E. Ison
CRD#: 4772755
2703 Rib Mountain Dr, Wausau, WI 54402
96
Wealthminder
score

James Ison (CRD# 4772755) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Wausau, WI and has over 12 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.

5
Wendy R. Loch
CRD#: 4668011
2010 Velp Ave, Green Bay, WI 54303
96
Wealthminder
score

Wendy Loch (CRD# 4668011) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 12 years of experience in the finance industry. Wendy Loch 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.

6
Paul J. Miller
CRD#: 1624807
320 Main Ave Ste 302, De Pere, WI 54115
96
Wealthminder
score

Paul Miller (CRD# 1624807) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in De Pere, WI and has over 29 years of experience in the finance industry. Paul Miller 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.

7
Brett S. Nicklaus
CRD#: 1570558
2990 N Perryville Rd, Rockford, IL 61107
96
Wealthminder
score

Brett Nicklaus (CRD# 1570558) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Rockford, IL and has over 24 years of experience in the finance industry. Brett Nicklaus 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.

8
Paul R. Pretti
CRD#: 5468113
240 Regency Court, Brookfield, WI 53045
96
Wealthminder
score

Paul Pretti (CRD# 5468113) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Brookfield, WI and has over 8 years of experience in the finance industry. Paul Pretti 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.

9
Joseph L. Schrader
CRD#: 2174250
904 South New Hope Rd, Suite 1, Gastonia, NC 28054
96
Wealthminder
score

Joseph Schrader (CRD# 2174250) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Gastonia, NC and has over 25 years of experience in the finance industry. Joseph Schrader 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.

10
David J. Thomas
CRD#: 1044428
Ste 1, 10589 S Highland Dr, Sister Bay, WI 54234
96
Wealthminder
score

David Thomas (CRD# 1044428) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Sister Bay, WI and has over 34 years of experience in the finance industry. David Thomas 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.

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