Dean Daniel Haack

Employer firm

Packerland Brokerage Services, Inc. CRD 37031

$1.36B regulatory AUM 25 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Packerland Brokerage Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-03-28
FL	RA	APPROVED	2020-06-26
WI	RA	APPROVED	2011-09-09

NC RA
APPROVED

Since 2024-03-28
FL RA
APPROVED

Since 2020-06-26
WI RA
APPROVED

Since 2011-09-09

Branch Locations

Greenville, WI • United States

432 Security Blvd., Green Bay, WI 54313 • 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

Organization	City	State	From	To
Packerland Brokerage Services Inc.	Green Bay	WI	06/2004	Present
Coldwell Banker The Real Estate Group, Inc.	Greenville	WI	04/2011	Present

06/2004 → Present

Packerland Brokerage Services Inc.

Green Bay, WI
04/2011 → Present

Coldwell Banker The Real Estate Group, Inc.

Greenville, WI

Other Businesses

1)TAX PREPARATIONS, SEASONAL, 10-15 HOURS A WEEK DURING SEASON, GREENVILLE, WI. NON-INVEST. RELATED. 2)COLDWELL BANKER/THE REAL ESTATE GROUP 1050 N LYNNDALE APPLETON, WI 54914 TITLE: REAL ESTATE AGENT DUTIES: LIST AND SELL HOMES HOURS DEVOTED: 30-40 HRS START DATE 4/2011 NON-INVESTMENT OR INSURANCE RELATED. INSURANCE SALES TERM LIFE INSURANCE SALES THROUGH PDI FINANCIAL N1694 RIDGEWAY DRIVE GREENVILLE, WI 54942 NON-INVESTMENT RELATED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-09-08
S63	Uniform Securities Agent State Law Examination	1996-10-09

S65 Uniform Investment Adviser Law Examination

2011-09-08
S63 Uniform Securities Agent State Law Examination

1996-10-09

View on SEC IAPD