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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
MI RA APPROVED 2019-07-19
WI RA APPROVED 2013-05-10
  • MI RA
    APPROVED
    Since 2019-07-19
  • WI RA
    APPROVED
    Since 2013-05-10

Branch Locations

607 Center Drive, Luxemburg, WI 54217 • 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
Insurance-Non Variable Luxemburg WI 04/2008 Present
Packerland Brokerage Services Inc Green Bay WI 05/2013 Present
Previous Registrations
Other Businesses

GAIL THIRY FINANCIAL, 607 CENTER DRIVE, LUXEMBURG, WI 54217. INSURANCE SALES, TIME DEVOTED 1 HOUR PER WEEK. START DATE 3/12/2007, PRODUCTS: LIFE, FIXED & INDEXED ANNUITIES & LTC. INVESTMENT RELATED. APPT. WITH VARIOUS COMPANIES. G.M. THIRY LLC, OWNER OF CURRENT OFFICE BUILDING, 607 CENTER DRIVE, LUXEMBURG, WI 54217. TIME DEVOTED: 1 HOUR PER MONTH. START DATE: 7/1/2021, non-investment related. Amended for new tenant (Hometown Accounting) Receiving $200 monthly rental effective May 11, 2026. GAIL THIRY FINANCIAL, 607 CENTER DRIVE, LUXEMBURG, WI 54217, INSURANCE AGENT (NICOLE KOEHLER-BRIDLEWOOD INSURANCE SERVICES) OCCUPYING SPACE IN OFFICE BUILDING, START DATE: 7/1/2021, INVESTMENT RELATED AS GAIL REFERS CLIENTS TO NICOLE FOR ASSISTANCE WITH INSURANCE NEEDS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-09-26
  • S63 Uniform Securities Agent State Law Examination
    2002-09-26
Other Names
  • Gail Mary Ploof

View on SEC IAPD

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