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Current Employers
Packerland Brokerage Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-03-03
  • KS RA
    APPROVED
    Since 2023-03-03

Branch Locations

Overland Park, KS • 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
Retirement & Investment Solutions, Inc Shawnee KS 08/2006 Present
Charles Weber, Cpa Pa Shawnee KS 01/2011 Present
Cetera Advisors Llc Denver CO 01/2013 11/2021
Packerland Brokerage Services Green Bay WI 03/2023 Present
  • 08/2006 → Present
    Retirement & Investment Solutions, Inc
    Shawnee, KS
  • 01/2011 → Present
    Charles Weber, Cpa Pa
    Shawnee, KS
  • 01/2013 → 11/2021
    Cetera Advisors Llc
    Denver, CO
  • 03/2023 → Present
    Packerland Brokerage Services
    Green Bay, WI
Previous Registrations
  • 2006-01-26 → 2021-11-29
    Cetera Advisors Llc
    Overland Park, KS
    Roeland Park, KS
  • 1993-09-23 → 2006-08-03
    Retirement & Investment Advisors, Inc.
    Shawnee, KS
  • 2000-02-02 → 2003-12-31
    Vestax Securities Corporation
    Overland Park, KS
Other Businesses

1.RETIREMENT AND INVESTMENT ADVISORS, INC, SAME AS OFFICE ADDRESS, FIXED INSURANCE AND FINANCIAL SERVICES, 40HR+/WK, COMMISSIONS. 2. CHARLES W WEBER CPA PA, SAME AS OFFICE ADDRESS, START 03/01/11, TAX RETURN PREPARATION, OWNER. 3. NAME OF OTHER BUSINESS: RETIREMENT & INVESTMENT SOLUTIONS, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL & TAX SERVICES; START DATE: 05/2007; POSITION/TITLE/RELATIONSHIP: OWNER / CPA / CFP; APX NUMBER OF HOURS PER WEEK: 20-25; APX NUMBER OF HOURS DURING TRADING HOURS: 20-25; BRIEF DESCRIPTION OF DUTIES: FINANCIAL & TAX SERVICES;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-10-01
  • S63 Uniform Securities Agent State Law Examination
    1986-10-01
Other Names
  • Chuck Weber

View on SEC IAPD

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