Alan Lee Resch

Packerland Brokerage Services, INC.

23 Years of Experience

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Firm Information

Packerland Brokerage Services, INC.

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.

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Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners

Advisor Information

Office location

383 Main Street, Birnamwood, WI, 54409

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Regulatory History (1)

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Criminal

October 1989

Final Disposition

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Other Business ActivitiesSells Insurance

Alan is the president/owner of Resch Biramwood Insurance Agency, focusing on insurance sales, and spends nearly full-time on this activity. He is also involved with White Insurance Agency Inc. selling property and casualty insurance, and Stewardship Financial as an agent selling life, health, disability, and annuities, dedicating about 10-20% of his time to this.