Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
Advisor Information
Office location
214 South 1st Street, Greenfield, IA, 50849
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an insurance agent at Union Insurance Agency, spending about a quarter of his time on sales and service of non-variable life insurance. He also works as a Mortgage Loan Officer at Union State Bank (about a quarter of his time), is a committee member for Empowering Adair County Foundation (minimal time), and coaches high school sports for Nodaway Valley School District (about a quarter of his time).