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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
AZ RA APPROVED 2022-08-15
  • AZ RA
    APPROVED
    Since 2022-08-15

Branch Locations

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

Surprise , AZ • 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
Unified Services I. Inc Surprise AZ 10/1994 Present
Lenny G. Letcher, Ea, Rfc, Llc Surprise AZ 06/2008 Present
Avantax Investment Services, Inc. Surprise AZ 05/2014 08/2022
Avantax Advisory Services Surprise AZ 01/2016 08/2022
Linda Field And Associates Sun City West AZ 08/2016 Present
Packerland Brokerage Services Green Bay WI 08/2022 Present
  • 10/1994 → Present
    Unified Services I. Inc
    Surprise, AZ
  • 06/2008 → Present
    Lenny G. Letcher, Ea, Rfc, Llc
    Surprise, AZ
  • 05/2014 → 08/2022
    Avantax Investment Services, Inc.
    Surprise, AZ
  • 01/2016 → 08/2022
    Avantax Advisory Services
    Surprise, AZ
  • 08/2016 → Present
    Linda Field And Associates
    Sun City West, AZ
  • 08/2022 → Present
    Packerland Brokerage Services
    Green Bay, WI
Previous Registrations
  • 2016-03-08 → 2022-08-19
    Avantax Advisory Services
    Surprise, AZ
Other Businesses

Lenny g. Letcher, EA, RFC, LLC.~'NIR'~12701 W. Elm St.~Surprise~AZ~85374~Other~Tax Preparation/Accounting~6/1/2008~100hrs~100hrs~Accounting, Bookkeeping, Tax Preparation, Payroll|Linda S Field and Associates~'NIR'~13711 Camino del Sol #9~Sun City West~AZ~85375~Real Estate~Sales Associate/Executive~8/10/2016~10hrs~2hrs~Real Estate Licensee|Sage Child Development Center LLC~'NIR'~1055 E Hearn Road~Surprise~AZ~85022~Other~Member of the Board of Directors~2/12/2016~0hrs~0hrs~This is a child day care center and I'm the single member of the LLC|Sage Academy Inc~'NIR'~1055 E Hearn Road~Phoenix~AZ~85022~Nonprofit~President~2/3/2009~5hrs~5hrs~President of the Corporation|Unified Services, Inc.~'NIR'~12701 W. Elm St.~Surprise~AZ~85374~Tax Preparation/Accounting~Owner/Sole Proprietor~10/1/1994~40hrs~40hrs~Tax Accounting and Payroll|Unified Services III, Inc~'NIR'~12701 W Elm St~Surprise~AZ~85374~Independent Insurance Agent~President~8/5/2014~40hrs~20hrs~Sales of P&C insurance|Unified Services I, Inc.~'NIR'~12701 W. Elm St.~Surprise~AZ~85374~Tax Preparation/Accounting~Owner/Sole Proprietor~10/1/1994~40hrs~40hrs~Tax Preparation, Accounting and Payroll| Letcher-Eccles LLC Property and Casualty Insurance PO Box 1400 Surprise AZ, 85378 United States Phone Number: 623-583-0113 Start Date: 1/01/2023 50% ownership in business Email: lenny@azatwork.com

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-11
S63 Uniform Securities Agent State Law Examination 1993-02-17
  • S65 Uniform Investment Adviser Law Examination
    2016-01-11
  • S63 Uniform Securities Agent State Law Examination
    1993-02-17
Other Names
  • Lenny G Letcher
  • Lenny Garnett Letcher

View on SEC IAPD

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