Best Investors Account Sign in
Current Employers
Packerland Brokerage Services, Inc.

432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-24
MN RA APPROVED 2026-07-22
IL RA APPROVED 2026-01-20
CA RA APPROVED 2018-08-08
TX RA APPROVED_RES 2018-04-18
WI RA APPROVED 2014-12-16
  • WA RA
    APPROVED
    Since 2026-07-24
  • MN RA
    APPROVED
    Since 2026-07-22
  • IL RA
    APPROVED
    Since 2026-01-20
  • CA RA
    APPROVED
    Since 2018-08-08
  • TX RA
    APPROVED_RES
    Since 2018-04-18
  • WI RA
    APPROVED
    Since 2014-12-16

Branch Locations

6405 Century Ave Suite 103, Middleton, WI 53562 • United States

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

6405 Century Ave Suite 103, Middleton, WI 53562 • United States

Disclosures

2 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 No
Employment History
OrganizationCityStateFromTo
Kansas City Life Kansas City MO 05/2006 Present
Financial Partners Of Wi. Llc Middleton WI 05/2006 Present
Packerland Brokerage Services Green Bay WI 12/2014 Present
  • 05/2006 → Present
    Kansas City Life
    Kansas City, MO
  • 05/2006 → Present
    Financial Partners Of Wi. Llc
    Middleton, WI
  • 12/2014 → Present
    Packerland Brokerage Services
    Green Bay, WI
Other Businesses

FINANCIAL PARTNERS OF WI, LLC 6405 CENTURY AVE, SUITE 103 MIDDLETON, WI 53562 TITLE: PRESIDENT DUTIES: INSURANCE SALES, LONG TERM CARE, FIXED ANNUITIES, AND INVESTMENTS HOURS DEVOTED: 40 HOURS A WEEK START DATE: 5/2006 INSURANCE AND INVESTMENT RELATED HOURS DEVOTED: 2 HOURS A WEEK START DATE: 7/2001 NON INVESTMENT OR INSURANCE RELATED 2) SIA BROKERAGE 1730 BURNT BOAT DR BISMARK, ND 58503 TITLE: ADVISOR DUTIES: LONG TERM SALES HOURS DEVOTED: 10 HOURS A WEEK START DATE: 12/2012 NON INVESTMENT, BUT IS INSURANCE RELATED 3)HIGHLAND CAPITAL BROKERAGE MILWAUKEE BRANCH 12700 W BLUEMOND RD ELM GROVE, WI 53122 TITLE: ADVISOR DUTIES: INSURANCE SALES, LONG TERM CARE, DISABILITY, INDEXED ANNUITIES HOURS DEVOTED: 10 HOURS A WEEK START DATE: 05/2006 INVESTMENT AND INSURANCE RELATED 4)KANSAS CITY LIFE 3520 BROADWAY KANSAS CITY, MO 64111 TITLE: GENERAL AGENT DUTIES: INSURANCE SALES, FIXED ANNUITIES HOURS DEVOTED: 20 HOURS A WEEK START DATE: 05/2006 INVESTMENT AND INSURANCE RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-23
S63 Uniform Securities Agent State Law Examination 1983-04-11
  • S65 Uniform Investment Adviser Law Examination
    1999-07-23
  • S63 Uniform Securities Agent State Law Examination
    1983-04-11
Designations
Other Names
  • Dick George Haffele

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Middleton, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor