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Packerland Brokerage Services, Inc. CRD 37031
$1.36B regulatory AUM 25 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2013-08-29 |
| OH | RA | APPROVED | 2010-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Packerland Brokerage Services Inc | Green Bay | WI | 10/2010 | Present |
MOORE FINANCIAL SERVICES/INSURANCE SALES & SERVICE, PRODUCTS: LIFE DI,HEALTH. LTC, FIXED & EQUITY INDEXED ANNUITIES, 10 HOURS PER MONTH DURING TRADING HOURS & 5 HRS PER NON TRADING HRS. INVESTMENT RELATED. APPT WITH VARIOUS COMPANIES. START DATE 11/2002. 2022 ELECTION POLL WORKER FRANKLIN COUNTY BOARD OF ELECTIONS POSITION ENDS AFTER THE 2022 ELECTION NON-INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-28 |
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