BV

Brian Patrick Vandehey

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
167 advisors
Number of Clients
4,245 clients
Average Client Portfolio
$214K average
Assets Under Management
$909.5M

Fee Structure

Packerland offers financial planning and investment management services. Financial planning fees are not specified in this document. Investment management fees are charged based on the program selected, including individual portfolio management and programs utilizing third-party money managers. Wrap fee programs are also available, which include administrative, transactional, management, and custodial fees in a single fee. Clients should consult with their IARs to understand the fees associated with each program.

Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
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Advisor Information

Office location

753 Reid St, Depere, WI, 54115

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 1989
Final Disposition
Other Business ActivitiesSells Insurance

Brian is a 50% owner of White Tail Ridge LLC (rental properties) and B&P Holding LLC (rental office buildings), dedicating a few hours per week to these activities. Brian also owns Brian VandeHey Insurance Services, Inc. (securities products, about 50% of his time) and Brian Van De Hey Insurance and Financial Planning (insurance products, nearly full-time).

Employment History
Current Registrations
Packerland Brokerage Services, INC.
May 2006 - Present · 19 yrs 8 mos
Packerland Brokerage Services, INC. Broker
August 1996 - Present · 29 yrs 5 mos
Previous Registrations
N.I.S. Financial Services, INC.Broker
February 1989 - May 1990 · 1 yr 3 mos
State Registrations2 states
MNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.