Brett Nicklaus
Brett Nicklaus is a CFP-designated registered investment advisor at Packerland Brokerage Services, INC., based in Dixon, IL, with 39 years of industry experience. Brett 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
315 S Peoria Ave, Dixon, IL, 61021
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
Brett is the owner/president of Trinity Insurance & Financial Services, selling life, health, fixed indexed annuity (FIA), fixed annuity (FA), and disability insurance (DI) policies, dedicating about 10-20% of his time. He also owns JTNL Rentals LLC and four rental homes, which is not investment-related.
Employment History
Current Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Meritus Capital Management, INC.
Rise, INC.Broker
Prudential Financial Planning Services
Pruco Securities CorporationBroker
Franklin Financial Services CorporationBroker
Pruco Securities CorporationBroker
State Registrations18 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
- Chad Weigle, CFPAmeriprise Financial Services, LLC
- Aaron Young, CFPEdward Jones