Mark Christopher Scherba

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 01/2019
  Questar Capital
  Minneapolis, MN
• 11/2011 → 01/2019
  Questar Asset Management
  Minneapolis, MN
• 01/2019 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2011-11-22 → 2018-12-31
  Questar Asset Management, Inc.
  Minneapolis, MN
  Hendersonville, TN
• 2010-01-20 → 2011-11-09
  Mml Investors Services, Llc
  Brentwood, TN
• 2008-08-27 → 2009-10-29
  Questar Asset Management, Inc.
  Minneapolis, MN

Other Businesses

CHRIS SCHERBA, CHFC. POSITION: ChFC/Insurance Agent. NATURE: Sales of fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 40 START DATE: 06/20/2012 ADDRESS: 164 Cherokee Rd, Hendersonville TN 37075, United States DESCRIPTION: Sales and service. CHRIS SCHERBA, CHFC POSITION: ChFC/Agent for Premium Financing. NATURE: On occasion I will have a client that is a premium finance candidate. Many clients are not aware that they have the net worth, and assets, to qualify for their life insurance to be financed. I would work with the client, and life insurance carrier, in order to implement the life insurance needed for the client. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 10/04/2017 ADDRESS: 164 Cherokee Rd, Hendersonville TN 37075, United States DESCRIPTION: I would work with the life insurance carrier to underwrite the proposed insured using a premium finance concept. CHRIS SCHERBA INSURANCE SALES; NON-INVESTMENT RELATED LIFE INSURANCE, HEALTH INSURANCE, LTC, DISABILITY, FIXED/INEXED ANNUITY 164 CHEROKEE ROAD HENDERSONVILLE,TN 37075 CHRIS SCHERBA TAX PLANNING FEES - DBA REDWOOD TAX SPECIALISTS - NON-INVESTMENT RELATED NUMBER OF HOURS: 15 START DATE: 8/21/2021 164 CHEROKEE RD HENDERSONVILLE, TN 37075 DESCRIPTION: I REFER CPAs TO AN ADVANCED TAX PLANNING CPA, WHO DOES ADVANCED TAX PLANNING FOR BUSINESS OWNERS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-06-19

Designations

• Chartered Financial Consultant

Other Names

• Chris Scherba