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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
WI RA APPROVED 2025-01-14
  • WI RA
    APPROVED
    Since 2025-01-14

Branch Locations

784 Summit Ave, Oconomowoc, WI 53066 • United States

Oconomowoc, WI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Packerland Brokerage Services Inc Green Bay WI 07/2012 Present
Previous Registrations
Other Businesses

INSRANCE SALES ~ AGENT. APPROX. 10 HOURS A MONTH DEVOTED. START DATE 7/9/2012. INVESTMENT RELATED, PRODUCTS: LIFE & FIXED ANNUITES. APPT WITH ARIOUS COMPANIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-23
S63 Uniform Securities Agent State Law Examination 1987-10-29
  • S65 Uniform Investment Adviser Law Examination
    1999-11-23
  • S63 Uniform Securities Agent State Law Examination
    1987-10-29

View on SEC IAPD

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