James Clark
James Clark is a CFP, ChFC-designated registered investment advisor at Packerland Brokerage Services, INC., based in Green Bay, WI, with 32 years of industry experience. James 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
432 Security Blvd., Green Bay, WI, 54313
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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
James owns Clark Financial Services LLC and several rental properties, dedicating a significant amount of time to these ventures. He is also an agent for HD Vest Insurance Agency, LLC and sells health insurance, spending about 10-20% of his time on each of these insurance-related activities.
Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
Packerland Brokerage Services, INC.
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
LPL Financial CorporationBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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.