Packerland Brokerage Services, Inc.
Packerland Brokerage Services, Inc. (CRD# 37031) is a financial advisory firm headquartered in Green Bay, WI. They manage $238,564,515 in 1,722 accounts and serve the financial needs of clients across 35 states (or territories).
-
Total Assets Under Management239MILLION
-
Total Number of Accounts1,722ACCOUNTS
-
Average Account Value$138,539
- 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, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
Paul Fuhrman (CRD# 1571669) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Menomonie, WI and has over 31 years of experience in the finance industry.
Jerrold Ganz (CRD# 1795763) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 30 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.
Michael Handrick (CRD# 1974355) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 10 years of experience in the finance industry.
James Ison (CRD# 4772755) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Wausau, WI and has over 13 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.
Wendy Loch (CRD# 4668011) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 13 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.
Paul Miller (CRD# 1624807) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in De Pere, WI and has over 31 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.
Brett Nicklaus (CRD# 1570558) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 26 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.
Paul Pretti (CRD# 5468113) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Brookfield, WI and has over 10 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.
Joseph Schrader (CRD# 2174250) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Gastonia, NC and has over 26 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.
David Thomas (CRD# 1044428) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Sister Bay, WI and has over 35 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.