Thomas Ehlers is a registered investment advisor at Packerland Brokerage Services, INC., based in Depere, WI, with 39 years of industry experience. Thomas 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.
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.
Depere, WI
Get directionsThomas sells insurance products, including life, health, long-term care, disability, and fixed annuities, since 2002. This activity takes a full-time commitment.
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.