Jolanta Godwod
Jolanta Godwod is a registered investment advisor at Packerland Brokerage Services, INC., based in Green Bay, WI, with 40 years of industry experience. Jolanta is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,868 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Packerland offers several investment management programs with fees structured as a percentage of your portfolio, billed in advance on a quarterly basis. Because the firm works with various third-party platforms and money managers, specific fee schedules are negotiated directly between you and your investment advisor representative. Depending on the program selected—such as individual portfolio management, co-advisory programs, or unified managed accounts—fees may be bundled to cover advisory, custodial, and trading services, or charged separately. There are no account minimums required by Packerland itself to open an advisory account, though specific third-party programs or model portfolios may have their own minimum investment requirements.
Location
Green Bay, WI
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Regulatory History (1)
Customer Dispute
March 1996Other Business Activities
Jolanta is a trustee for the Green Saulnier Family Irrevocable Trust and collects rent on a property, dedicating minimal time annually. She also issues K-1s to beneficiaries and distributes monies after paying expenses.
Employment History
Current Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Interstate/johnson Lane CorporationBroker
Johnson, Lane, Space, Smith & CO., INC.Broker
State Registrations9 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.
Exams
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