William W Madden

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
IL	RA	APPROVED	2013-04-15
WI	RA	APPROVED	2009-09-08

IL RA
APPROVED

Since 2013-04-15
WI RA
APPROVED

Since 2009-09-08

Branch Locations

Oshkosh, WI • 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
123 Consulting	Barrington	IL	03/2001	Present
Mvp Financial	Geneva	IL	04/2005	Present
Packerland Brokerage Services, Inc	Green Bay	WI	09/2009	Present

03/2001 → Present

123 Consulting

Barrington, IL
04/2005 → Present

Mvp Financial

Geneva, IL
09/2009 → Present

Packerland Brokerage Services, Inc

Green Bay, WI

Previous Registrations

2006-01-27 → 2009-09-04

Waterstone Financial Group, Inc.

Oshkosh, WI

Barrington, IL

Other Businesses

DBA: 123 FINANCIAL, 6470 S US HWY 45, OSHKOSH WI 54902. INSURANCE SALES/ 2 HOURS A WEEK TIME DEVOTED, START DATE 10/2003, NON-INVESTMENT RELATED. APPT WITH VARIOUS COMPANIES. PRODUCTS: LIFE, LTC.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-10-06
S63	Uniform Securities Agent State Law Examination	2004-03-29

S65 Uniform Investment Adviser Law Examination

2005-10-06
S63 Uniform Securities Agent State Law Examination

2004-03-29

View on SEC IAPD