Best Investors Account Sign in
Current Employers
Packerland Brokerage Services, Inc.

432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-01-07
WI RA APPROVED 2025-01-07
TX RA APPROVED_RES 2019-05-09
VA RA APPROVED 2017-04-27
  • MN RA
    APPROVED
    Since 2025-01-07
  • WI RA
    APPROVED
    Since 2025-01-07
  • TX RA
    APPROVED_RES
    Since 2019-05-09
  • VA RA
    APPROVED
    Since 2017-04-27

Branch Locations

227501 Rib Mountain Dr, Wausau, WI 54401 • United States

2125 Brackett Ave, Eau Claire, WI 54701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eau Claire Property Management Eau Claire WI 01/1989 Present
Packerland Brokerage Services, Inc Green Bay WI 01/2007 Present
Previous Registrations
  • 2003-03-24 → 2003-03-24
    Cetera Advisors Llc
    Eau Claire, WI
Other Businesses

GENERAL PARTNER/OWNER & DEVELOPE TRACTS OF LAND IN WOODLAND NORTH LLP REAL ESTATE DEVELOPMENT. SINCE 1999, HOURS VARIES, NON-SECURITIES RELATED. EAU CLAIRE PROPERTY MANAGEMENT/OWN &B MANAGE RENTAL REAL ESTATES SINCE 1989, 10-20 HRS MONTH, NON-SECURITIES RELATED. Safe Harbor LLC 2125 Brackett Ave Eau Claire, WI 54701 Real estate ownership/rental income non-investment related Target Market LLC 2125 Brackett Ave Eau Claire, WI 54701 Holding company for a non-securities related product-upgraded gutter for rain water distribution Quality Sands LLC 2125 Brackett Ave Eau Claire, WI 54701 Dormant LLC that holds a frac sand mine permit in the Hixton, WI area. Frac sand is used for fracking oil and gas around the country. Non-securities related FracSand LLC 2125 Brackett Ave Eau Claire, WI 54701 Dormant LLC that holds a frac sand mine permit in the Hixton, WI area. Frac sand is used for fracking oil and gas around the country. Non-securities related TRAPMAN,LLC, NORTHSOUTH, LLC, CANDUD TITLE, LLC & PERSONALLY, BUY AND SELL REAL ESTATE, MORTGAGES, LAND CONTRACTS, FORECLOSURES. OWNER SINCE 1990'S, HOURS VARIES. NON-SECURITIES RELATED. WEALTH ENHANCEMENT INC 2125 Brackett Ave. EAU CLAIRE WI INS. SALES, APPT. W/ VARIOUS CO'S. NON-SECURITIES RELATED. PRODUCTS: LIFE, HEALTH, LTC, DI & FUNERAL TRUSTS. START DATE 11/1989, 8 HRS A WEEK TIME DEVOTED. OTHER PRODUCTS: FIXED & EQUITY INDEXED ANNUITIES. INVESTMENT RELATED WEALTH ENHANCEMENT INC 2125 BRACKETT ST, EAU CLAIRE, WI 54701 TITLE: REGISTERED REPRESENTATIVE DUTIES: SANDMINE DEVELOPMENT HOURS DEVOTED: VARIES START DATE: 2012 NON INVESTMENT AND INSURANCE RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-02
S63 Uniform Securities Agent State Law Examination 1989-06-22
  • S65 Uniform Investment Adviser Law Examination
    2001-05-02
  • S63 Uniform Securities Agent State Law Examination
    1989-06-22
Other Names
  • Trapper Marx
  • Dan Marx

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wausau, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor