Best Investors
Account
Sign in
Best Investors
Account
Sign in
Packerland Brokerage Services, Inc. CRD 37031
$1.36B regulatory AUM 25 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-11-08 |
| VT | RA | APPROVED | 2024-11-08 |
| ND | RA | APPROVED | 2020-08-11 |
| MI | RA | APPROVED | 2011-03-11 |
| FL | RA | APPROVED | 2009-04-07 |
| WI | RA | APPROVED | 2005-08-16 |
Branch Locations
2633 Development Dr Ste 15, Green Bay, WI 54311 • United States
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Packerland Brokerage Services, Inc | Green Bay | WI | 08/2005 | Present |
TAILORED WEALTH SOLUTIONS,801 HOFFMAN ROAD STE 112 GREEN BAY,WI 54301.INS. SALES, LIFE, HEALTH, FIXED ANNUITIES & LTC. INVESTMENT RELATED. START DATE 12/2007. TIME DEVOTED ON A TIME NEED BASIS. RESURRECTION CATHOLIC PARISH FINANCE COMMITTEE HOURS DEVOTED: 1 1/2 HOURS A MONTH START DATE: 05/2008 LOOK OVER BUDGET AND WORK WITH VARIOUS COMMITTEES ON SPENDING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-12 |
Reach out to this advisor