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Jonathan Michael Wojciechowski

Packerland Brokerage Services, Inc.

Oconomowoc, WI

CRD 2827644

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-05
WI RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2025-12-05
  • WI RA
    APPROVED
    Since 2024-01-19

Branch Locations

784 Summit Ave, Oconomowoc, WI 53066 • 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
Full Circle Enterprises Hartland WI 07/1990 Present
Packerland Brokerage Services, Inc Green Bay WI 01/2006 Present
Other Businesses

FULL CIRCLE ENTERPRISES, S-CORP OPERATES BEAUTY SALON. 795 GREENWAY TERRACE HARTLAND, WI 53029. PRESIDENT/OWNER 5 HOURS PER WEEK DURING NON-TRADING HOURS NON-INVESTMENT RELATED. PREMIER PROPERTIES LTD/SALES PERSON, HARTLAND WI. REAL ESTATE, 20 HRS A MONTH TIME DEVOTED, START DATE 5/11/2009. NON-INVESTMENT RELATED. INSURANCE SALES LIFE INSURANCE SALES 795 GREENWAY TERRACE HARTLAND,WI 53029 NON-INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-29
S63 Uniform Securities Agent State Law Examination 1997-01-17
  • S65 Uniform Investment Adviser Law Examination
    1997-01-29
  • S63 Uniform Securities Agent State Law Examination
    1997-01-17

View on SEC IAPD

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