Investment adviser · CRD 37031
PACKERLAND BROKERAGE SERVICES, INC.
Investment adviser filing (IA)
GREEN BAY, WI, United States · Form ADV filed Apr 15, 2026
- Regulatory AUM
- $1.36B Form ADV · Item 5.F
- Client accounts
- 6,993 Accounts, not individual clients
- Employees
- 318 Reported in this filing
- Advisory professionals
- 165 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3,725 | $850,103,509 | 62.6% |
| High-net-worth individuals | 1,120 | $494,032,285 | 36.4% |
| Retirement plans | 4 | $6,532,504 | 0.5% |
| Corporations & businesses | 11 | $4,532,470 | 0.3% |
| Charities | 8 | $3,023,497 | 0.2% |
Filing source
Form ADV 2094959 · Apr 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
432 SECURITY BLVD., STE. 101GREEN BAY, WI, 54313-9709, United States
CRD 37031
Filing source
Form ADV 2094959 · Apr 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.