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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
WI RA APPROVED 2026-06-24
  • WI RA
    APPROVED
    Since 2026-06-24

Branch Locations

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

320 N Broadway Suite 230, Green Bay, WI 54303 • 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
OrganizationCityStateFromTo
Action Financial Strategies, Llc Depere WI 06/2025 06/2026
Unemployed Yangzhou 05/2025 05/2025
Yangzhou Hengde Industrial Tech. Co. Yangzhou 08/2024 04/2025
Unemployed Yangzhou 01/2024 07/2024
Uber Jackson MS 10/2023 12/2023
The Wealth Practice Jackson MS 08/2023 11/2023
Unemployed Yangzhou 05/2023 07/2023
Cambridge Financial Group Tucson AZ 09/2021 04/2023
Unemployed San Gabriel CA 07/2021 08/2021
Whittier Trust Pasadena CA 01/2021 06/2021
University Of Arizona Tucson AZ 08/2016 06/2021
Divorce Financial Consultant Tucson AZ 11/2019 05/2020
Nylife Securities Llc Depere WI 09/2025 06/2026
Eagle Strategies Ll De Pere WI 02/2026 06/2026
Packerland Brokerage Services Green Bay WI 06/2026 Present
  • 06/2025 → 06/2026
    Action Financial Strategies, Llc
    Depere, WI
  • 05/2025 → 05/2025
    Unemployed
    Yangzhou
  • 08/2024 → 04/2025
    Yangzhou Hengde Industrial Tech. Co.
    Yangzhou
  • 01/2024 → 07/2024
    Unemployed
    Yangzhou
  • 10/2023 → 12/2023
    Uber
    Jackson, MS
  • 08/2023 → 11/2023
    The Wealth Practice
    Jackson, MS
  • 05/2023 → 07/2023
    Unemployed
    Yangzhou
  • 09/2021 → 04/2023
    Cambridge Financial Group
    Tucson, AZ
  • 07/2021 → 08/2021
    Unemployed
    San Gabriel, CA
  • 01/2021 → 06/2021
    Whittier Trust
    Pasadena, CA
  • 08/2016 → 06/2021
    University Of Arizona
    Tucson, AZ
  • 11/2019 → 05/2020
    Divorce Financial Consultant
    Tucson, AZ
  • 09/2025 → 06/2026
    Nylife Securities Llc
    Depere, WI
  • 02/2026 → 06/2026
    Eagle Strategies Ll
    De Pere, WI
  • 06/2026 → Present
    Packerland Brokerage Services
    Green Bay, WI
Previous Registrations
Other Businesses

[Uber; Independent Contractor Driver; Not investment related.; 180 hours per month, 0 hours during securities trading hours; I drive people from one point to another; started September 2025]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-03
  • S66 Uniform Combined State Law Examination
    2025-12-03
Designations
  • Certified Financial Planner
Other Names
  • Michael Runmin Gu

View on SEC IAPD

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