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Current Employers
Packerland Brokerage Services, Inc.

432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-11
IL RA APPROVED 2025-08-18
IN RA APPROVED 2025-08-18
  • TX RA
    APPROVED_RES
    Since 2025-12-11
  • IL RA
    APPROVED
    Since 2025-08-18
  • IN RA
    APPROVED
    Since 2025-08-18

Branch Locations

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

Westmont, IL • United States

1 Mid America Plaza 3Rd Floor , Oakbrook Terrace , IL 60181 • United States

Disclosures

2 disclosure categories 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 Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ulises Ruelas Skokie IL 02/2016 02/2018
Northwestern Mutual Investment Services Llc Skokie IL 06/2016 11/2016
G Andres Baltazar Chicago IL 07/2017 02/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 02/2018 02/2025
Northwestern Mutual Investment Services Llc Skokie IL 02/2018 02/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2019 02/2025
Serene Financial Group, Llc Westmont IL 02/2025 08/2025
Packerland Brokerage Services Green Bay WI 08/2025 Present
  • 02/2016 → 02/2018
    Ulises Ruelas
    Skokie, IL
  • 06/2016 → 11/2016
    Northwestern Mutual Investment Services Llc
    Skokie, IL
  • 07/2017 → 02/2018
    G Andres Baltazar
    Chicago, IL
  • 02/2018 → 02/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 02/2018 → 02/2025
    Northwestern Mutual Investment Services Llc
    Skokie, IL
  • 10/2019 → 02/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2025 → 08/2025
    Serene Financial Group, Llc
    Westmont, IL
  • 08/2025 → Present
    Packerland Brokerage Services
    Green Bay, WI
Other Businesses

Serene Financial Group, LLC 33 N. Linden Ave Westmont IL, 60559 Life Insurance, Health Insurance, Long Term Care Insurance, Disability Insurance since February 2025 10-15 hours per week 100% Owner - Sole Proprietor Investment Related: Yes Crystal Jas Beauty, LLC 1032 S La Grange Rd Suite 5 Westmont IL, 60525-2865 Crystal Jas Beauty Profit and loss reporting for business Since 2024 1-2 hours/ week Wife's salon No ownership Not Investment Related Serene Tax Solutions 1 Mid America Plaza 3rd Oakbrook Terrace IL, 60181-4450 Tax return preparation, tax compliance, business entity tax structuring (e.g., assistance with S-Corp/LLC election for tax purposes), tax planning, and bookkeeping. 1 Mid America Plaza 3rd Oakbrook Terrace, IL 60181-4450 40-50 hours per month 100% Owner Non-investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-23
S63 Uniform Securities Agent State Law Examination 2019-01-25
  • S65 Uniform Investment Adviser Law Examination
    2025-06-23
  • S63 Uniform Securities Agent State Law Examination
    2019-01-25
Other Names
  • Alex Pastrana

View on SEC IAPD

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