BM
BM

Brandon Keith Moehn

7 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

432 Security Blvd. Ste. 101, Green Bay, WI, 54313

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Brandon is a salesman for Riesterer Financial Services Inc, selling life, health, disability, long term care, and fixed annuities since 2018, dedicating a few hours per week, with about 10-20% of his time during trading hours. He also engages in internet-based retail sales of hunting gear and accessories through Openair Outfitters LLC since June 2020 and rents farmland since October 2024.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
November 2018 - Present · 7 yrs 3 mos
Packerland Brokerage Services, INC.Broker
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Thrivent Investment Management INC.
March 2018 - November 2018 · 8 mos
Thrivent Investment Management INC.Broker
February 2018 - November 2018 · 9 mos
State Registrations3 states
AZMNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.