# PACKERLAND BROKERAGE SERVICES, INC.

PACKERLAND BROKERAGE SERVICES, INC. of GREEN BAY, WI is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 37031
- Type: SEC-registered investment adviser
- SEC file number: 801-74927
- Location: 432 SECURITY BLVD., STE. 101, GREEN BAY, WI, 54313-9709
- Phone: 920-662-9500
- Latest filing: 2026-04-15
- Regulatory AUM: $1.4B
- Discretionary AUM: $768.6M
- Non-discretionary AUM: $589.6M
- Clients: 318
- Accounts: 6,993

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (36)

_Showing 25 of 36 people._

| Name | Role | Location |
| --- | --- | --- |
| [Karen P Bostwick](https://search.stillhousedata.com/person/687285) | SHAREHOLDER | — |
| [Steven G Westenberg](https://search.stillhousedata.com/person/687286) | DIRECTOR, SHAREHOLDER, VICE CHAIRMAN , TREASURER | — |
| [William Scott Van Ess](https://search.stillhousedata.com/person/687287) | DIRECTOR, SHAREHOLDER, CHAIRMAN OF THE BOARD | — |
| [Zachary P Kelly](https://search.stillhousedata.com/person/687288) | DIRECTOR, SHAREHOLDER, CEO, BOARD PRESIDENT & SECRETARY | — |
| [Aaron Andrew Doelger](https://search.stillhousedata.com/person/687289) | SHAREHOLDER, CHIEF COMPLIANCE OFFICER | — |
| [John Osborn Meier](https://search.stillhousedata.com/person/687290) | DIRECTOR OF FINANCE AND OPERATIONS | — |
| [SMITH JANE MARIE](https://search.stillhousedata.com/person/744001) | SHAREHOLDER | — |
| [KELLY THOMAS P](https://search.stillhousedata.com/person/756337) | CEO; DIRECTOR, SHAREHOLDER, CEO; FNOP, DIRECTOR OF FINANCIAL OPERATIONS AND TECHNOLOGY, ACTING CO-CEO (+2 more) | — |
| [BOSTWICK KAREN P](https://search.stillhousedata.com/person/815309) | SHAREHOLDER | — |
| [BOSTWICK WAYNE A](https://search.stillhousedata.com/person/815310) | DIRECTOR; TREASURER; DIRECTOR, TREASURER, SHAREHOLDER; DIRECTOR; TREASURER, SHAREHOLDER | — |
| [REYNOLDS THOMAS STORRS](https://search.stillhousedata.com/person/815311) | DIRECTOR, SHAREHOLDER, SECRETARY; DIRECTOR/SHAREHOLDER; SECRETARY; SHAREHOLDER | — |
| [LIESCH BRIAN FRANKLIN](https://search.stillhousedata.com/person/815312) | SHAREHOLDER | — |
| [PULASKI ROBERT JOHN](https://search.stillhousedata.com/person/815313) | SHAREHOLDER | — |
| [WESTENBERG STEVEN G](https://search.stillhousedata.com/person/815314) | DIRECTOR, SHAREHOLDER, VICE-CHAIRMAN OF THE BOARD; SHAREHOLDER | — |
| [VANESS WILLIAM SCOTT](https://search.stillhousedata.com/person/815315) | DIRECTOR, SHAREHOLDER, CHAIRMAN OF THE BOARD; SHAREHOLDER, CHAIRMAN OF THE BOARD | — |
| [RHODES DALE JEROME](https://search.stillhousedata.com/person/815316) | SHAREHOLDER | — |
| [EGLY DONNA JAHNS](https://search.stillhousedata.com/person/815317) | SHAREHOLDER | — |
| [DOELGER AARON ANDREW](https://search.stillhousedata.com/person/815318) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER - CO-CEO; DIRECTOR OF MARKETING AND EDUCATION (+1 more) | — |
| [RIESTERER GLEN EARL](https://search.stillhousedata.com/person/815319) | SHAREHOLDER, VICE CHAIRMAN | — |
| [MEIER JOHN OSBORN](https://search.stillhousedata.com/person/815320) | DIRECTOR OF FINANCE AND OPERATIONS | — |
| [LARSCHEID CARLTON FRANK](https://search.stillhousedata.com/person/817788) | DIRECTOR/ SHAREHOLDER | — |
| [ROHLEDER TIMOTHY JAMES](https://search.stillhousedata.com/person/817789) | SHAREHOLDER | — |
| [BERO JAMES LOUIS](https://search.stillhousedata.com/person/817790) | SHAREHOLDER | — |
| [KOMMER JANICE MAE](https://search.stillhousedata.com/person/817791) | SHAREHOLDER | — |
| [TUTTLE SCOTT GERARD](https://search.stillhousedata.com/person/817792) | SHAREHOLDER | — |


## Disclosures (30)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2017-12-21 | regulatory | SEC ADMIN RELEASE 34-82383; IA RELEASE 4832, DECEMBER 21, 2017: THE SECURITIES AND EXCHANGE COMMISSION (COMMISSION) DEEMS IT APPROPRIATE AND IN THE PUBLIC INTEREST THAT PUBLIC ADMINISTRATIVE AND CEASE-AND-DESIST PROCEEDINGS BE, AND HEREBY ARE, INSTITUTED PURSUANT TO SECTION 15(B) OF THE SECURITIES E… | Final | $80K |
| — | regulatory | — | — | — |
| — | regulatory | U4 DRP SUBMITTED TO CRD AT THE TIME OF THE EVENT | Final | $5K |
| — | civil | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/37031/brochure
- Similar advisers: https://search.stillhousedata.com/firm/37031/similar
- Related entities: https://search.stillhousedata.com/firm/37031/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/37031

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.