Brad Anton Roethlisberger

ChFC

32 Years of Experience

2 DisclosuresBroker

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness Owners

Packerland Brokerage Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

167 advisors

Number of Clients

4,245 clients

Average Client Portfolio

$214K average

Assets Under Management

$909.5M

Fee Structure

Location

432 Security Blvd., Green Bay, WI, 54313

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History

Regulatory History (2)

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.

Regulatory

March 2002

Final

Employment Separation After Allegations

July 1998

View Full SEC Report How to Read Disclosures

Other Business Activities

Brad helps prepare income taxes for family and friends and is compensated for this service. The filing does not specify how much time this takes.

Employment History

Current Registrations

Packerland Brokerage Services, INC.Broker

April 2023 - Present · 2 yrs 10 mos

Packerland Brokerage Services, INC.

April 2023 - Present · 2 yrs 10 mos

Previous Registrations

Cuso Financial Services, L.P.Broker

January 2023 - March 2023 · 2 mos

Cuso Financial Services, L.P.

January 2023 - March 2023 · 2 mos

LPL Financial LLC

October 2014 - February 2023 · 8 yrs 4 mos

LPL Financial LLCBroker

October 2014 - February 2023 · 8 yrs 4 mos

Securities America Advisors, INC.

November 2009 - October 2014 · 4 yrs 11 mos

Securities America, INC.Broker

June 2009 - October 2014 · 5 yrs 4 mos

Financial Network Investment CorporationBroker

September 1999 - June 2009 · 9 yrs 9 mos

Associated Investment Services, INC.Broker

April 1996 - August 1998 · 2 yrs 4 mos

Fortis Investors, INC.Broker

July 1992 - April 1996 · 3 yrs 9 mos

State Registrations3 states

SCTXWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.