DG
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Dimitrios Georgakopoulos

14 Years of Experience
Green Bay, WI
2 DisclosuresBroker

Dimitrios Georgakopoulos is a registered investment advisor at Packerland Brokerage Services, INC., based in Green Bay, WI, with 14 years of industry experience. Dimitrios 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
178 advisors
Number of Clients
4,245 clients
Average Client Portfolio
$214K average
Assets Under Management
$909.5M

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.
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Location

432 Security Blvd., Green Bay, WI, 54313

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History

Regulatory History (2)
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Customer Dispute
September 2005
Denied
Employment Separation After Allegations
March 2003
Other Business Activities

Dimitrios receives rental income and manages rental contracts. He also serves as Stewardship Chair for a Greek Orthodox Church and Treasurer/board member for Weston Youth Soccer, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
June 2023 - Present · 2 yrs 11 mos
Packerland Brokerage Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
New England SecuritiesBroker
July 2005 - October 2007 · 2 yrs 3 mos
UBS Painewebber INC.Broker
January 2003 - April 2003 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - January 2002 · 1 yr 6 mos
Pruco Securities CorporationBroker
March 1992 - June 1999 · 7 yrs 3 mos
The Prudential Insurance Company of AmericaBroker
March 1992 - December 1993 · 1 yr 9 mos
State Registrations4 states
COFLMANY
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.