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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 2016-05-31
  • WI RA
    APPROVED
    Since 2016-05-31

Branch Locations

Little Suamico, WI • United States

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

Disclosures

1 disclosure category 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Shipwrecked Egg Harbor WI 05/2007 11/2022
Packerland Brokerage Services Green Bay WI 05/2016 Present
  • 05/2007 → 11/2022
    Shipwrecked
    Egg Harbor, WI
  • 05/2016 → Present
    Packerland Brokerage Services
    Green Bay, WI
Previous Registrations
Other Businesses

PDQ 1702 Scheuring Rd Suite C, De Pere, WI 54115 TITLE: CONTROLLER PFA DUTIES: ANALYSIS INTERNAL PLANT DATA HOURS DEVOTED: 160, 100 DURING SECURITY TRADING HOURS START DATE: 2/2022 INVESTMENT AND INSURANCE RELATED ONLINE RESALE OF ITEMS ON FACEBOOK AND EBAY START DATE: 10/11/2021 APPROX: 10 HRS PER MONTH NON-INVESTMENT RELATED 5872 AHVENWOOD HILLS DRIVE LITTLE SUAMICO, WI 54141 Tweet Garot Director of Accounting 325 Reid Street De Pere WI, 54115 Not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-19
S63 Uniform Securities Agent State Law Examination 2013-12-23
  • S65 Uniform Investment Adviser Law Examination
    2014-04-19
  • S63 Uniform Securities Agent State Law Examination
    2013-12-23

View on SEC IAPD

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