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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
IL RA APPROVED 2021-04-21
IA RA APPROVED 2020-10-23
WA RA APPROVED 2020-02-21
MO RA APPROVED 2016-07-25
SC RA APPROVED 2014-10-02
MN RA APPROVED 2014-06-04
WI RA APPROVED 2013-03-07
  • IL RA
    APPROVED
    Since 2021-04-21
  • IA RA
    APPROVED
    Since 2020-10-23
  • WA RA
    APPROVED
    Since 2020-02-21
  • MO RA
    APPROVED
    Since 2016-07-25
  • SC RA
    APPROVED
    Since 2014-10-02
  • MN RA
    APPROVED
    Since 2014-06-04
  • WI RA
    APPROVED
    Since 2013-03-07

Branch Locations

Hudson, WI • United States

227501 Rib Mountain Dr, Wausau, WI 54401 • 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
Packerland Brokerage Services Inc Green Bay WI 01/2010 Present
Previous Registrations
Other Businesses

1) FELDKAMP FINANCIAL SERVICES & INSURANCE 782 Magoo Rd. HUDSON WI, 54016 United States Phone Number: (651) 341-8186 Email: joel_feldkamp@packerlandbrokerage.com TITLE: FINANCIAL ADVISOR DUTIES: INSURANCE SALES, APPT WITH VARIOUS COMPANIES: LIFE, HEALTH, FIXED ANNUITIES, INDEXED ANNUITIES, LTC, DISABILITY, AND P&C HOURS DEVOTED: 2 TO 3 HOURS START DATE: 12/2010 THIS IS INVESTMENT AND INSURANCE RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-27
S63 Uniform Securities Agent State Law Examination 1994-06-28
  • S66 Uniform Combined State Law Examination
    2002-12-27
  • S63 Uniform Securities Agent State Law Examination
    1994-06-28

View on SEC IAPD

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