AP
AP
Alejandro Pastrana
8 Years of Experience
3 DisclosuresBroker
Alejandro Pastrana is a registered investment advisor at Packerland Brokerage Services, INC., based in Green Bay, WI, with 8 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,245 clients with $910M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
178 advisors
Number of Clients
4,245 clients
Average Client Portfolio
$214K average
Assets Under Management
$909.5M
Fee Structure
Packerland offers several investment management options:
- Individual Portfolio Management: Fees are a percentage of your portfolio, up to a maximum of 2.5% per year.
- Co-Advisory Programs: You'll pay program fees in addition to Packerland's advisory fee (up to 2.5% of your assets). These fees cover the third-party money manager's investment advisory services, potentially as part of a bundled fee arrangement.
- Hilltop/Envestnet Programs: Most programs have a unified fee covering the platform, manager, and Packerland's advisory services. Some fees, like those for transactions executed away from Hilltop, are charged separately.
- Solicitor Program: You'll pay a management fee to the third-party money manager, which Packerland shares. You won't pay a separate fee to Packerland.
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Location
432 Security Blvd., Green Bay, WI, 54313
Get directionsHistory
Regulatory History (3)
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Regulatory
January 2020Final
Regulatory
September 2004Final
Criminal
February 2000Final Disposition
Employment History
Current Registrations
Packerland Brokerage Services, INC.
August 2025 - Present · 8 mos
Packerland Brokerage Services, INC.Broker
August 2025 - Present · 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
April 2018 - February 2025 · 6 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
June 2016 - November 2016 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
August 2014 - September 2015 · 1 yr 1 mo
State Registrations3 states
ILINTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.