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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
SC RA APPROVED 2022-02-02
NC RA APPROVED 2019-11-25
FL RA APPROVED 2019-04-29
TX RA APPROVED_RES 2018-08-24
IN RA APPROVED 2016-08-25
  • SC RA
    APPROVED
    Since 2022-02-02
  • NC RA
    APPROVED
    Since 2019-11-25
  • FL RA
    APPROVED
    Since 2019-04-29
  • TX RA
    APPROVED_RES
    Since 2018-08-24
  • IN RA
    APPROVED
    Since 2016-08-25

Branch Locations

Fort Wayne, IN • United States

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

Disclosures

3 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Packerland Brokerage Services Green Bay WI 07/2016 Present
  • 07/2016 → Present
    Packerland Brokerage Services
    Green Bay, WI
Previous Registrations
  • 2010-05-25 → 2016-07-13
    Decatur, IN
    Ft. Wayne, IN
    Fort Wayne, IN
    Angola, IN
    Fort Wayne, IN
    Ft. Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Ft. Wayne, IN
  • 2009-08-13 → 2010-04-13
    Cetera Investment Services Llc
    Ft Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
Other Businesses

KEVIN REED 6719 PALMILLA CT, FT WAYNE, IN 46835 TITLE: INSURANCE SALES DUTIES: LIFE, ANNUITIES, AND LTC HOURS DEVOTED: 12 HOURS, ALSO DURING SECURITY TRADING HOURS START DATE: 08/01/2016 INVESTMENT AND INSURANCE RELATED KEVIN REED 1709 N. MILTON ST MUNCIE, IN 47303 TITLE: RENTAL PROPERTY DUTIES: OWNING AND MAINTAINING RENTAL PROPERTY HOURS DEVOTED: 1 HOUR, NOT DURING SECURITIES TRADING HOURS START DATE: 12/1/2019 NOT INVESTMENT AND INSURANCE RELATED Kevin Reed Condo rental; rental property income 10458 Casella Way #201 Fort Myers Fl, 33913 Non-investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-07-23
S63 Uniform Securities Agent State Law Examination 2000-05-12
  • S65 Uniform Investment Adviser Law Examination
    2009-07-23
  • S63 Uniform Securities Agent State Law Examination
    2000-05-12

View on SEC IAPD

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