Mark Randolph Federation

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 06/2017
  Harbour Investments, Inc
  Madison, WI
• 05/2017 → 12/2017
  J.D. Mellberg Financial, Llc
  Tucson, AZ
• 06/2017 → 01/2018
  Secure Investment Managment, Llc
  Tucson, AZ
• 01/2018 → 12/2020
  Madison Avenue Securities, Llc
  San Diego, CA
• 12/2020 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2018-01-22 → 2020-12-10
  Madison Avenue Securities, Llc
  Osceola, WI
  San Diego, CA
  San Diego, CA
• 2017-06-26 → 2018-01-23
  Secure Investment Management, Llc
  Osceola, WI
  Tucson, AZ
• 2016-06-22 → 2017-06-15
  Harbour Investments, Inc.
  Osceola, WI
  Madison, WI
  Osceola, WI
• 2010-01-19 → 2016-06-13
  Invest Financial Corporation
  Luverne, MN
  Osceola, WI
  Osceola, WI

Other Businesses

NAME: ASSET MARKETING SYSTEMS, LLC; ADDRESS:15050 AVENUE OF SCIENCE, SUITE 100 SAN DIEGO, CA 92128; NATURE: FMO/FIXED INSURANCE SALES; POSITION:INSURANCE & FIA SALES; START DATE:01/2018; HOURS/MONTH:120; TRADING HOURS/MONTH:120; DUTIES:INSURANCE & FIA SALES PACIFIC LIFE PRODUCER ALLIANCE FIA, FA SALES, JACKSON NATIONAL FIXED, INSURANCE AND FIA SALES. NON VARIABLE LIFE, HEALTH, DISABILITY INSURANCE SALES, ASSET BASED LTC, LTC SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-02
• S63 Uniform Securities Agent State Law Examination
  1999-11-10