Jerrold Ganz
Jerrold Ganz is a CFP-designated registered investment advisor at Packerland Brokerage Services, INC., based in Green Bay, WI, with 38 years of industry experience. Jerrold 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
320 N Broadway, Suite 230, Green Bay, WI, 54303
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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
Jerrold owns Jerry Ganz & Associates, where he does tax preparation and sells insurance products including life, health, fixed & indexed annuities, and LTC. He also sells his book to attract securities clients, sells GoDaddy web domains, and is the Vice Chairman of Pilgrim Lutheran Church.
Employment History
Current Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Previous Registrations
Sii Investments, INC.Broker
Mutual Service CorporationBroker
Chubb Securities CorporationBroker
Coordinated Capital Securities, INC.Broker
Mutual of Omaha Fund Management CompanyBroker
State Registrations10 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.