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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
CA RA APPROVED 2025-06-17
HI RA APPROVED 2025-01-01
WI RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-06-17
  • HI RA
    APPROVED
    Since 2025-01-01
  • WI RA
    APPROVED
    Since 2025-01-01

Branch Locations

Suamico, WI • United States

432 Security Blvd., Green Bay, WI 54313 • 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 05/2009 Present
Other Businesses

KREUSER FINANCIAL AND TAX SERVICE INC; INSURANCE SALES, 15 HOURS A MONTH TIME DEVOTED. START DATE 03/1998, INVESTMENT RELATED, LIFE, LTC, FIXED & INDEXED ANNUITIES,MEICARE SUPPLEMENT AND MEDICARE PRESCRIPTION DRUG PLANS, APPT. WITH VARIOUS COMPANIES. 4651 OAKDALE DRIVE SUAMICO, WI 54313 POLL WORKER FOR VILLAGE OF SUAMICO FOR 2022 MID TERM ELECTIONS IN WI START DATE: 11/8/22 END DATE: 11/8/22 NON-INVESTMENT RELATED KREUSER FINANCIAL INC, OWNER/TAX PREPARER, TIME DEVOTED-FULL TIME DURING TAX SEASON OR 5 HRS A WEEK NON-SEASON, START DATE 10/1/2010, NON-INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-12
S63 Uniform Securities Agent State Law Examination 1999-01-07
  • S65 Uniform Investment Adviser Law Examination
    1999-02-12
  • S63 Uniform Securities Agent State Law Examination
    1999-01-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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