Packerland Brokerage Services, INC.

Assets Under Management

$909.5M

Number of Clients

4,245

Number of Advisors

167

Average Client AUM

$214K

AUM per Advisor

$5.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Packerland Brokerage Services, Inc. is a dually registered broker-dealer and investment adviser. They offer financial planning, individual portfolio management, co-advisory programs with third-party managers, and solicitor services. They also offer programs through Hilltop/Envestnet platform. Services are tailored to individual client needs and objectives.

Fee Structure

Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness Owners
Loading...
Location

432 Security Blvd., Ste. 101, Green Bay, WI, 54313-9709

167 Advisors at this firm

Page 1 of 9