William Harrington
William Harrington is a CFP-designated registered investment advisor at Packerland Brokerage Services, INC., based in Appleton, WI, with 35 years of industry experience. William 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
Appleton, WI
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William sells insurance products, including fixed and equity indexed annuities, life insurance, and asset-based long-term care. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
Packerland Brokerage Services, INC.
Previous Registrations
Nepsis Advisor Services, INC.
Plan Advisory , LLC
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Sii Investments, INC.Broker
Gerard Asset Management, LTD.Broker
Mutual of Omaha Fund Management CompanyBroker
Mutual of Omaha Fund Management CompanyBroker
North American Management, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 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
More Advisors
- Gary Roth, CFPPackerland Brokerage Services, INC.
- Cary Mares, CFPPackerland Brokerage Services, INC.
- Muhammed-Kabeer Gbaja-Biamila, CFPAtlantis Wealth Advisors LLC
- Evan Henderson, CFPN.E.W. Advisory Services, LLC
- Matthew Krenke, CFP, ChFCAnnex Wealth Management, LLC
- Joel Blattner, CFPAvaii Wealth Management, LLC