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PACKERLAND BROKERAGE SERVICES, INC.
CRD 37031 · SEC 801-74927
432 SECURITY BLVD., STE. 101, GREEN BAY, WI, 54313-9709, United States
Phone
920-662-9500
Fax
920-662-9503
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.36B
Discretionary AUM
$768.6M
Team
318 total employees; 165 advisory reps; 25 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-15
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3725 | $850.1M |
| High net worth individuals | 1120 | $494.0M |
| Pension/profit sharing plans | 4 | $6.5M |
| Charitable organizations | 8 | $3.0M |
| Corporations/business entities | 11 | $4.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD