Overview
Assets Under Management: $909 million
Headquarters: GREEN BAY, WI
High-Net-Worth Clients: 268
Average Client Assets: $543,857
Frequently Asked Questions
PACKERLAND BROKERAGE SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #37031), PACKERLAND BROKERAGE SERVICES, INC. is subject to fiduciary duty under federal law.
PACKERLAND BROKERAGE SERVICES, INC. is headquartered in GREEN BAY, WI.
PACKERLAND BROKERAGE SERVICES, INC. serves 268 high-net-worth clients according to their SEC filing dated August 28, 2025. View client details ↓
According to their SEC Form ADV, PACKERLAND BROKERAGE SERVICES, INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PACKERLAND BROKERAGE SERVICES, INC. manages $909 million in client assets according to their SEC filing dated August 28, 2025.
According to their SEC Form ADV, PACKERLAND BROKERAGE SERVICES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 268
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.03
Average High-Net-Worth Client Assets: $543,857
Total Client Accounts: 4,245
Discretionary Accounts: 2,511
Non-Discretionary Accounts: 1,734
Regulatory Filings
CRD Number: 37031
Filing ID: 2012573
Last Filing Date: 2025-08-28 09:46:00
Website: https://pbshq.com