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.
Minnetonka, MN
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brian is the owner of Optimum Financial Group, LLC, a financial planning firm. This activity is investment-related.