BR
CFP
BR
CFP

Brett James Reiss

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness Owners
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

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Location

2633 Development Dr, Ste 15, Green Bay, WI, 54311

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brett is involved in insurance sales, including life, health, fixed annuities, and long-term care, through Tailored Wealth Solutions since 2007. He also dedicates minimal time to the Resurrection Catholic Parish Finance Committee, reviewing the budget and working with committees on spending since 2008.

Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
August 2005 - Present · 20 yrs 6 mos
Packerland Brokerage Services, INC.
August 2005 - Present · 20 yrs 6 mos
Previous Registrations
Morgan Stanley Dw INC.Broker
July 1999 - August 2005 · 6 yrs 1 mo
State Registrations9 states
AKCAFLIAMIMNNDVTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brett James Reiss - Financial Advisor | TrueAdvisor