Marcus Gunawan

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

• 08/2016 → 10/2018
  Foresters Equity Services, Inc.
  San Diego, CA
• 10/2018 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2016-08-11 → 2018-10-12
  Foresters Equity Services, Inc.
  City Of Industry, CA
  City Of Industry, CA
  Valencia, CA
  City Of Industry, CA
• 2016-05-24 → 2016-08-04
  Tlg Advisors, Inc.
  Rosemead, CA
  City Of Industry, CA
  Summit, NJ

Other Businesses

1. FIRST STREET ADVISORS; CITY OF INDUSTRY, CA 91748; VICE PRESIDENT; INVESTMENT RELATED NON-SECURITIES; 10 HOURS PER WEEK; START DATE: 8/2008. INSURANCE SERVICES: LIFE, ANNUITIES, HEALTH, DENTAL & LTC,EMPLOYEE BENEFITS CONSULTING SERVICES. 2. MARCUS GUNAWAN; HACIENDA HEIGHTS, CA 91745; OWNER; INVESTMENT RELATED NON-SECURITIES; 3 HOURS PER WEEK; START DATE: 7/2017 , MANAGING MY FAMILY-OWNED RENTAL PROPERTY. 3.Mortgage Loan Service- Help mortgage prospects gather information and submit documents to the company/underwriter. 1661 Hanover Road City of Industry, CA 91748 start date: 4/1/2021 Hours/month: 20 non-investment related

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-10
• S65 Uniform Investment Adviser Law Examination
  1998-11-10

Designations

• Certified Financial Planner