RP
CFP
RP
CFP

Robert Pulaski

33 Years of Experience
Oconomowoc, WI
BrokerSells Insurance

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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
179 advisors
Number of Clients
4,868 clients
Average Client Portfolio
$279K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

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Location

784 Summit Ave, Oconomowoc, WI, 53066

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

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.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
May 1999 - Present · 27 yrs 5 mos
Packerland Brokerage Services, INC.Broker
May 1999 - Present · 27 yrs 5 mos
Previous Registrations
Sii Investments, INC.Broker
May 1997 - May 1999 · 2 yrs
Guardian Investor Services CorporationBroker
August 1993 - June 1997 · 3 yrs 10 mos
H.D. Vest Investment Securities, INC.Broker
November 1992 - July 1993 · 8 mos
State Registrations6 states
FLILMIMNMOWI
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.
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