Packerland Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 2012

Total AUM

$1.4B

Discretionary

$769M

57% of AUM

Accounts

6,993

Employees

318

Advisory reps

362

Brokerage reps

318

Firm details

Headquarters: Green Bay, Wisconsin
CRD number: 37031
Registered since: May 1, 2012
Website: www.packerlandbrokerage.com
Custodians: HILLTOP SECURITIES INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals62.59%
HNWI36.37%
Pension & Profit Sharing Plans0.48%
Corporations / Businesses0.33%
Charitable Organizations0.22%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Packerland Brokerage Services, Inc. is a corporation operating as an independent broker-dealer and insurance broker that also provides advisory services. The firm is owned by an individual and has been SEC-registered since 2012. It serves both individual & family and institutional clients and acts as a capital allocator, using third-party managers for certain strategies. Advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars and workshops. Fee arrangements are mixed—percentage of AUM, hourly charges, and fixed fees are used depending on the engagement. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser, despite a widespread office footprint.