PACKERLAND BROKERAGE SERVICES, INC. of GREEN BAY, WI is an SEC-registered investment adviser (CRD 37031). Regulatory assets under management: $1.4B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
Showing 25 of 36 people.
| Name | Role | Location |
|---|---|---|
| Karen P Bostwick | SHAREHOLDER | — |
| Steven G Westenberg | DIRECTOR, SHAREHOLDER, VICE CHAIRMAN , TREASURER | — |
| William Scott Van Ess | DIRECTOR, SHAREHOLDER, CHAIRMAN OF THE BOARD | — |
| Zachary P Kelly | DIRECTOR, SHAREHOLDER, CEO, BOARD PRESIDENT & SECRETARY | — |
| Aaron Andrew Doelger | SHAREHOLDER, CHIEF COMPLIANCE OFFICER | — |
| John Osborn Meier | DIRECTOR OF FINANCE AND OPERATIONS | — |
| SMITH JANE MARIE | SHAREHOLDER | — |
| KELLY THOMAS P | CEO; DIRECTOR, SHAREHOLDER, CEO; FNOP, DIRECTOR OF FINANCIAL OPERATIONS AND TECHNOLOGY, ACTING CO-CEO (+2 more) | — |
| BOSTWICK KAREN P | SHAREHOLDER | — |
| BOSTWICK WAYNE A | DIRECTOR; TREASURER; DIRECTOR, TREASURER, SHAREHOLDER; DIRECTOR; TREASURER, SHAREHOLDER | — |
| REYNOLDS THOMAS STORRS | DIRECTOR, SHAREHOLDER, SECRETARY; DIRECTOR/SHAREHOLDER; SECRETARY; SHAREHOLDER | — |
| LIESCH BRIAN FRANKLIN | SHAREHOLDER | — |
| PULASKI ROBERT JOHN | SHAREHOLDER | — |
| WESTENBERG STEVEN G | DIRECTOR, SHAREHOLDER, VICE-CHAIRMAN OF THE BOARD; SHAREHOLDER | — |
| VANESS WILLIAM SCOTT | DIRECTOR, SHAREHOLDER, CHAIRMAN OF THE BOARD; SHAREHOLDER, CHAIRMAN OF THE BOARD | — |
| RHODES DALE JEROME | SHAREHOLDER | — |
| EGLY DONNA JAHNS | SHAREHOLDER | — |
| DOELGER AARON ANDREW | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER - CO-CEO; DIRECTOR OF MARKETING AND EDUCATION (+1 more) | — |
| RIESTERER GLEN EARL | SHAREHOLDER, VICE CHAIRMAN | — |
| MEIER JOHN OSBORN | DIRECTOR OF FINANCE AND OPERATIONS | — |
| LARSCHEID CARLTON FRANK | DIRECTOR/ SHAREHOLDER | — |
| ROHLEDER TIMOTHY JAMES | SHAREHOLDER | — |
| BERO JAMES LOUIS | SHAREHOLDER | — |
| KOMMER JANICE MAE | SHAREHOLDER | — |
| TUTTLE SCOTT GERARD | SHAREHOLDER | — |
| 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 | — | — | — |
Showing 15 of 31 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| GREEN BAY | WI | 5 | 920-880-1582 |
| OCONOMOWOC | WI | 4 | (608) 695-4124 |
| WAUSAU | WI | 3 | (715) 846-3996 |
| KIEL | WI | 3 | 9205405935 |
| GREEN BAY | WI | 3 | 9209644368 |
| TRAVERSE CITY | MI | 2 | 2316423460 |
| KINGSTON SPRINGS | TN | 2 | 6156687684 |
| OCONTO | WI | 2 | 9208345999 |
| CANTON | OH | 2 | 3304991915 |
| HOLMEN | WI | 2 | (608) 526-9718 |
| HUTCHINSON | KS | 2 | 6206695454 |
| BROOKFIELD | WI | 2 | 2623491268 |
| WAUPON | WI | 2 | 9203244324 |
| MIDDLETON | WI | 2 | 6086954124 |
| FREEDOM | WI | 2 | 9204233375 |