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 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
Green Bay, WI
Get directionsHistory
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.