BR
ChFC

Brad Anton Roethlisberger

32 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

432 Security Blvd., Green Bay, WI, 54313

Get directions
Regulatory History (2)
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.
Regulatory
March 2002
Final
Employment Separation After Allegations
July 1998
Other Business Activities

Brad helps prepare income taxes for family and friends and is compensated for this service. The filing does not specify how much time this takes.

Employment History
Current Registrations
Packerland Brokerage Services, INC. Broker
April 2023 - Present · 2 yrs 9 mos
Packerland Brokerage Services, INC.
April 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cuso Financial Services, L.P. Broker
January 2023 - March 2023 · 2 mos
Cuso Financial Services, L.P.
January 2023 - March 2023 · 2 mos
LPL Financial LLC
October 2014 - February 2023 · 8 yrs 4 mos
LPL Financial LLC Broker
October 2014 - February 2023 · 8 yrs 4 mos
Securities America Advisors, INC.
November 2009 - October 2014 · 4 yrs 11 mos
Securities America, INC.Broker
June 2009 - October 2014 · 5 yrs 4 mos
Financial Network Investment CorporationBroker
September 1999 - June 2009 · 9 yrs 9 mos
Associated Investment Services, INC. Broker
April 1996 - August 1998 · 2 yrs 4 mos
Fortis Investors, INC.Broker
July 1992 - April 1996 · 3 yrs 9 mos
State Registrations3 states
SCTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.