Best Investors Account Sign in
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
MD RA APPROVED 2024-11-15
MA RA APPROVED 2024-10-17
IL RA APPROVED 2024-10-11
AZ RA APPROVED 2024-09-30
LA RA APPROVED 2024-09-27
KY RA APPROVED 2024-09-23
ND RA APPROVED 2024-09-23
MI RA APPROVED 2024-09-20
NV RA APPROVED 2024-09-20
AL RA APPROVED 2024-09-19
AR RA APPROVED 2024-09-19
CA RA APPROVED 2024-09-19
CO RA APPROVED 2024-09-19
FL RA APPROVED 2024-09-19
GA RA APPROVED 2024-09-19
ID RA APPROVED 2024-09-19
IN RA APPROVED 2024-09-19
IA RA APPROVED 2024-09-19
KS RA APPROVED 2024-09-19
ME RA APPROVED 2024-09-19
MN RA APPROVED 2024-09-19
MS RA APPROVED 2024-09-19
MO RA APPROVED 2024-09-19
MT RA APPROVED 2024-09-19
NJ RA APPROVED 2024-09-19
NM RA APPROVED 2024-09-19
NY RA APPROVED 2024-09-19
NC RA APPROVED 2024-09-19
OH RA APPROVED 2024-09-19
OR RA APPROVED 2024-09-19
PA RA APPROVED 2024-09-19
SC RA APPROVED 2024-09-19
SD RA APPROVED 2024-09-19
UT RA APPROVED 2024-09-19
VT RA APPROVED 2024-09-19
VA RA APPROVED 2024-09-19
WY RA APPROVED 2024-09-19
NE RA APPROVED 2024-09-18
TX RA APPROVED_RES 2024-09-18
WA RA APPROVED 2024-09-18
WI RA APPROVED 2018-02-06
  • MD RA
    APPROVED
    Since 2024-11-15
  • MA RA
    APPROVED
    Since 2024-10-17
  • IL RA
    APPROVED
    Since 2024-10-11
  • AZ RA
    APPROVED
    Since 2024-09-30
  • LA RA
    APPROVED
    Since 2024-09-27
  • KY RA
    APPROVED
    Since 2024-09-23
  • ND RA
    APPROVED
    Since 2024-09-23
  • MI RA
    APPROVED
    Since 2024-09-20
  • NV RA
    APPROVED
    Since 2024-09-20
  • AL RA
    APPROVED
    Since 2024-09-19
  • AR RA
    APPROVED
    Since 2024-09-19
  • CA RA
    APPROVED
    Since 2024-09-19
  • CO RA
    APPROVED
    Since 2024-09-19
  • FL RA
    APPROVED
    Since 2024-09-19
  • GA RA
    APPROVED
    Since 2024-09-19
  • ID RA
    APPROVED
    Since 2024-09-19
  • IN RA
    APPROVED
    Since 2024-09-19
  • IA RA
    APPROVED
    Since 2024-09-19
  • KS RA
    APPROVED
    Since 2024-09-19
  • ME RA
    APPROVED
    Since 2024-09-19
  • MN RA
    APPROVED
    Since 2024-09-19
  • MS RA
    APPROVED
    Since 2024-09-19
  • MO RA
    APPROVED
    Since 2024-09-19
  • MT RA
    APPROVED
    Since 2024-09-19
  • NJ RA
    APPROVED
    Since 2024-09-19
  • NM RA
    APPROVED
    Since 2024-09-19
  • NY RA
    APPROVED
    Since 2024-09-19
  • NC RA
    APPROVED
    Since 2024-09-19
  • OH RA
    APPROVED
    Since 2024-09-19
  • OR RA
    APPROVED
    Since 2024-09-19
  • PA RA
    APPROVED
    Since 2024-09-19
  • SC RA
    APPROVED
    Since 2024-09-19
  • SD RA
    APPROVED
    Since 2024-09-19
  • UT RA
    APPROVED
    Since 2024-09-19
  • VT RA
    APPROVED
    Since 2024-09-19
  • VA RA
    APPROVED
    Since 2024-09-19
  • WY RA
    APPROVED
    Since 2024-09-19
  • NE RA
    APPROVED
    Since 2024-09-18
  • TX RA
    APPROVED_RES
    Since 2024-09-18
  • WA RA
    APPROVED
    Since 2024-09-18
  • WI RA
    APPROVED
    Since 2018-02-06

Branch Locations

432 Security Blvd. Ste. 101, Green Bay, WI 54313 • United States

De Pere, WI • 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
Associated Investment Services, Inc. Green Bay WI 09/2013 12/2016
Associated Investment Services, Inc. Green Bay WI 12/2016 09/2017
Packerland Brokerage Services Green Bay WI 01/2018 Present
Unemployed De Pere WI 09/2017 01/2018
Previous Registrations
Other Businesses

BLEBEL'S CATERING START DATE 5/19/2018 8-20 HRS/MONTH CATERER/SERVER; CATERING EVENTS;NON INVESTMENT RELATED SHIPT,INC SHIPT PERSONAL SHOPPER SHIPT.COM START DATE: 8/27/2019 BLACK SHEEP WEDDING AND EVENTS 3675 ALGOMA RD NEW FRANKEN, WI 54229 WEDDING VENUE;CATERING EVENTS NON-INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-27
  • S66 Uniform Combined State Law Examination
    2009-05-27
Other Names
  • Dana Marie Clementi

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Green Bay, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor