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

1620 East Main, Olney, IL, 62450

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew works as a personal assistant for Kapper and Company LTD (full-time) and sells life, disability, and long-term care insurance (a few hours per week). He also owns a temporary staffing agency, has a 50% ownership in A and A Investments, is president of a youth golf non-profit, and sells property and casualty insurance through Kapper Financial Network, Inc.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
July 2017 - Present · 8 yrs 6 mos
Packerland Brokerage Services, INC. Broker
January 2012 - Present · 14 yrs
Previous Registrations
Northwestern Mutual Investment Services, LLC Broker
October 2011 - January 2012 · 3 mos
State Registrations6 states
COFLILINMOTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.