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Thomas Ehlers

39 Years of Experience
Depere, WI
7 DisclosuresBrokerSells Insurance

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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
4,868 clients
Average Client Portfolio
$279K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

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Location

Depere, WI

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2015
Settled
Judgment / Lien
January 2013
Customer Dispute
November 2012
Settled
Judgment / Lien
September 2012
Judgment / Lien
July 2010
Customer Dispute
February 2010
Settled
Customer Dispute
December 2003
Closed-No Action
Other Business ActivitiesSells Insurance

Thomas sells insurance products, including life, health, long-term care, disability, and fixed annuities, since 2002. This activity takes a full-time commitment.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
November 2010 - Present · 15 yrs 11 mos
Packerland Brokerage Services, INC.Broker
December 2002 - Present · 23 yrs 10 mos
Previous Registrations
Thrivent Investment Management INC.Broker
July 2002 - December 2002 · 5 mos
Lutheran Brotherhood Securities CORP.Broker
May 1987 - July 2002 · 15 yrs 2 mos
State Registrations5 states
CAFLIANCWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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