Robert Pulaski is a CFP-designated registered investment advisor at Packerland Brokerage Services, INC., based in Oconomowoc, WI, with 33 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,868 clients with $1.4B in assets under management.
Packerland offers several investment management programs with fees structured as a percentage of your portfolio, billed in advance on a quarterly basis. Because the firm works with various third-party platforms and money managers, specific fee schedules are negotiated directly between you and your investment advisor representative. Depending on the program selected—such as individual portfolio management, co-advisory programs, or unified managed accounts—fees may be bundled to cover advisory, custodial, and trading services, or charged separately. There are no account minimums required by Packerland itself to open an advisory account, though specific third-party programs or model portfolios may have their own minimum investment requirements.
784 Summit Ave, Oconomowoc, WI, 53066
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Learn about disclosures →Robert sells life insurance, fixed annuities, and equity indexed annuities, dedicating a few hours per week to this activity. He also owns a commercial office building rental property.
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