BT
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Brandon Thompson

2 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., Green Bay, WI, 54313

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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

Brandon brokers property and casualty insurance products, dedicating about 10-20% of his time to this activity. He also brokers other non-registered insurance products and holds a real estate license, though he does not currently use it.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
March 2024 - Present · 1 yr 11 mos
Packerland Brokerage Services, INC.Broker
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Nylife Securities LLCBroker
November 2023 - January 2024 · 2 mos
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.