Brian Vandehey
Brian Vandehey is a registered investment advisor at Packerland Brokerage Services, INC., based in Depere, WI, with 30 years of industry experience. Brian 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
753 Reid St, Depere, WI, 54115
Get directionsHistory
Regulatory History (1)
Criminal
November 1989Other Business ActivitiesSells Insurance
Brian is a 50% owner of White Tail Ridge LLC (rental properties) and B&P Holding LLC (rental office buildings), dedicating a few hours per week to these activities. Brian also owns Brian VandeHey Insurance Services, Inc. (securities products, about 50% of his time) and Brian Van De Hey Insurance and Financial Planning (insurance products, nearly full-time).
Employment History
Current Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Previous Registrations
N.I.S. Financial Services, INC.Broker
State Registrations3 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.