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Brian Patrick Vandehey

Packerland Brokerage Services, INC.
30 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness Owners
Packerland Brokerage Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
4,245 clients
Average Client Portfolio
$214K average
Assets Under Management
$909.5M

Fee Structure

Location

753 Reid St, Depere, WI, 54115

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History

Regulatory History (1)
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Criminal
November 1989
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is a 50% owner of White Tail Ridge LLC (rental properties) and B&P Holding LLC (rental office buildings), dedicating a few hours per week to these activities. Brian also owns Brian VandeHey Insurance Services, Inc. (securities products, about 50% of his time) and Brian Van De Hey Insurance and Financial Planning (insurance products, nearly full-time).

Employment History
Current Registrations
Packerland Brokerage Services, INC.
May 2006 - Present · 19 yrs 9 mos
Packerland Brokerage Services, INC.Broker
August 1996 - Present · 29 yrs 6 mos
Previous Registrations
N.I.S. Financial Services, INC.Broker
February 1989 - May 1990 · 1 yr 3 mos
State Registrations2 states
MNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.