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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
MN RA APPROVED 2026-01-02
  • MN RA
    APPROVED
    Since 2026-01-02

Branch Locations

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

115 South Broadway, Crookston, MN 56716 • 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
Bfb Management, Llc Dba Bluefin Bay Family Of Resorts Tofte MN 09/2020 Present
North Shore Resort Company Dba Lutsen Resort On Lake Superior Lutsen MN 09/2015 09/2020
Packerland Brokerage Services Green Bay WI 04/2025 01/2026
Packerland Brokerage Services Green Bay WI 01/2026 Present
  • 09/2020 → Present
    Bfb Management, Llc Dba Bluefin Bay Family Of Resorts
    Tofte, MN
  • 09/2015 → 09/2020
    North Shore Resort Company Dba Lutsen Resort On Lake Superior
    Lutsen, MN
  • 04/2025 → 01/2026
    Packerland Brokerage Services
    Green Bay, WI
  • 01/2026 → Present
    Packerland Brokerage Services
    Green Bay, WI
Other Businesses

Sanum Financial Services 115 South Broadway Crookston MN, 56716 Life insurance sales Start date: 1/2026 Investment related: Yes BFB Management Co. LLC 7192 W Hwy 61 Tofte MN, 55612 Duties: 401K administration to employees as required for my role as the Human Resources Director. No compensation relating to the 401K administration and no commission. Start date: 9/2020 Investment related: No

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-18
  • S66 Uniform Combined State Law Examination
    2025-11-18
Other Names
  • Ana Koch
  • Anastasia Koch
  • Ana Hess
  • Anastasia Kristine Koch

View on SEC IAPD

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