Jeffrey Mulhern
Jeffrey Mulhern is a registered investment advisor at Packerland Brokerage Services, INC., based in Wausau, WI, with 41 years of industry experience. Jeffrey 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
227501 Rib Mountain Dr, Wausau, WI, 54401
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Jeffrey co-owns real estate rentals in Costa Rica and Wisconsin, and owns other businesses. He is also an agent selling fixed and fixed indexed annuities through packerland brokerage, which takes a full-time commitment.
Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
Packerland Brokerage Services, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Sii Investments, INC.
Sii Investments, INC.Broker
Dean Witter Reynolds INC.Broker
Everen Securities, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations6 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.