BC
BC

Benjamin Robert Casselberry

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

227501 Rib Mountain Dr, Wausau, WI, 54401

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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

Benjamin is involved with fixed insurance sales through Ripco Credit Union, including life, health, long-term care, disability, and annuity products. This activity is not investment-related.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
July 2019 - Present · 6 yrs 7 mos
Packerland Brokerage Services, INC.Broker
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
AXA Advisors, LLC
January 2019 - June 2019 · 5 mos
AXA Advisors, LLCBroker
January 2019 - June 2019 · 5 mos
Commonwealth Financial NetworkBroker
July 2018 - December 2018 · 5 mos
State Registrations4 states
FLKSTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.