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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
CA RA APPROVED 2024-05-13
  • CA RA
    APPROVED
    Since 2024-05-13

Branch Locations

432 Security Blvd., Green Bay, WI 54313 • UNITED STATES

4695 Macarthur Ct Suite 1100, Newport Beach, CA 92660 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 04/2003 01/2019
The Prudential Insurance Company Of America Los Angeles CA 01/2019 01/2022
Pruco Securities, Llc Los Angeles CA 01/2019 01/2022
Pruco Securities, Llc. Los Angeles CA 03/2022 06/2023
The Prudential Insurance Company Of America Los Angeles CA 03/2022 06/2023
Unemployed Los Angeles CA 01/2022 03/2022
Emp Financial Network Los Angeles CA 07/2023 Present
Ameritas Investment Company, Llc Lincoln NE 08/2023 05/2024
Ameritas Advisory Services, Llc Lincoln NE 08/2023 05/2024
Ameritas Life Insurance Corp Lincoln NE 08/2023 05/2024
Packerland Brokerage Services Green Bay WI 05/2024 Present
  • 04/2003 → 01/2019
    Axa Advisors, Llc
    New York, NY
  • 01/2019 → 01/2022
    The Prudential Insurance Company Of America
    Los Angeles, CA
  • 01/2019 → 01/2022
    Los Angeles, CA
  • 03/2022 → 06/2023
    Los Angeles, CA
  • 03/2022 → 06/2023
    The Prudential Insurance Company Of America
    Los Angeles, CA
  • 01/2022 → 03/2022
    Unemployed
    Los Angeles, CA
  • 07/2023 → Present
    Emp Financial Network
    Los Angeles, CA
  • 08/2023 → 05/2024
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 08/2023 → 05/2024
    Lincoln, NE
  • 08/2023 → 05/2024
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 05/2024 → Present
    Packerland Brokerage Services
    Green Bay, WI
Previous Registrations
Other Businesses

EMP FINANCIAL NETWORK; SAME AS BRANCH; INV REL; INSURANCE BROKERAGE; ASSOCIATE; START DATE=07/2023; HRS/MO=10; TRADING HRS/MO=10; INSURANCE SALES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-21
  • S66 Uniform Combined State Law Examination
    2003-05-21
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Joseph Jongsup Hong

View on SEC IAPD

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