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. Ste. 101, Green Bay, WI, 54313

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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.
Employment Separation After Allegations
April 1994
Other Business ActivitiesSells Insurance

Aaron is an independent insurance agent since 2001, appointed with various companies, offering term life, indexed annuities, fixed annuities, long-term care, health, disability, and universal life insurance products. This activity requires minimal time.

Employment History
Current Registrations
Packerland Brokerage Services, INC. Broker
August 2005 - Present · 20 yrs 5 mos
Packerland Brokerage Services, INC.
August 2005 - Present · 20 yrs 5 mos
Packerland Brokerage Services, INC.
August 2005 - Present · 20 yrs 5 mos
Previous Registrations
Walnut Street Securities, INC.Broker
April 2003 - September 2005 · 2 yrs 5 mos
Thrivent Investment Management INC. Broker
July 2002 - December 2002 · 5 mos
Lutheran Brotherhood Securities CORP.Broker
April 2001 - July 2002 · 1 yr 3 mos
State Registrations33 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.