Richard Haffele
Richard Haffele is a ChFC-designated registered investment advisor at Packerland Brokerage Services, INC., based in Middleton, WI, with 42 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,245 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Packerland offers several investment management options:
- Individual Portfolio Management: Fees are a percentage of your portfolio, up to a maximum of 2.5% per year.
- Co-Advisory Programs: You'll pay program fees in addition to Packerland's advisory fee (up to 2.5% of your assets). These fees cover the third-party money manager's investment advisory services, potentially as part of a bundled fee arrangement.
- Hilltop/Envestnet Programs: Most programs have a unified fee covering the platform, manager, and Packerland's advisory services. Some fees, like those for transactions executed away from Hilltop, are charged separately.
- Solicitor Program: You'll pay a management fee to the third-party money manager, which Packerland shares. You won't pay a separate fee to Packerland.
Location
6405 Century Ave, Suite 103, Middleton, WI, 53562
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2008Regulatory
January 2005Other Business ActivitiesSells Insurance
Richard is the President of Financial Partners of WI, LLC, where he focuses on insurance sales, long-term care, fixed annuities, and investments, dedicating full-time hours to this role. He also works as an advisor for SIA Brokerage and Highland Capital Brokerage, and as a General Agent for Kansas City Life, all involving insurance sales and related products.
Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.
Previous Registrations
Sunset Financial Services, INC.Broker
Catholic Financial Services CorporationBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Pruco Securities CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.