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Brian William Grogan

Packerland Brokerage Services, INC.
30 Years of Experience
Broker
View SEC Summary
View SEC Summary
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

Minnetonka, MN

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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 Activities

Brian is the owner of Optimum Financial Group, LLC, a financial planning firm. This activity is investment-related.

Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
January 2025 - Present · 1 yr 1 mo
Packerland Brokerage Services, INC.
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Western International Securities
August 2017 - November 2024 · 7 yrs 3 mos
Western International Securities, INC.Broker
August 2017 - November 2024 · 7 yrs 3 mos
Financial West Group
January 2017 - August 2017 · 7 mos
Financial West GroupBroker
October 2014 - August 2017 · 2 yrs 10 mos
Financial West Group
October 2014 - December 2015 · 1 yr 2 mos
Cabot Lodge Securities LLCBroker
June 2013 - November 2014 · 1 yr 5 mos
Cl Wealth Management LLC
October 2011 - November 2014 · 3 yrs 1 mo
Allied Beacon Partners, INC.Broker
October 2011 - July 2013 · 1 yr 9 mos
Workman Securities Corporation
April 2009 - September 2011 · 2 yrs 5 mos
Workman Securities CorporationBroker
December 2007 - September 2011 · 3 yrs 9 mos
Aig Financial Advisors, INC.Broker
October 2005 - December 2007 · 2 yrs 2 mos
Sunamerica Securities, INC.Broker
September 2005 - October 2005 · 1 mo
Sunamerica Securities, INC.Broker
December 2004 - July 2005 · 7 mos
Ameritas Investment CORP.Broker
October 2003 - October 2004 · 1 yr
Canada Life of America Financial Services, INC.Broker
February 2003 - August 2003 · 6 mos
Pruco Securities CorporationBroker
June 2001 - December 2002 · 1 yr 6 mos
Iac Securities, INC.Broker
February 2000 - March 2001 · 1 yr 1 mo
Firstar Investment Services,inc.Broker
March 1999 - February 2000 · 11 mos
Firstar Investment Services,inc.Broker
February 1998 - December 1998 · 10 mos
C.R.I. Securities, INC.Broker
August 1995 - September 1997 · 2 yrs 1 mo
Mimlic Sales CorporationBroker
August 1995 - September 1997 · 2 yrs 1 mo
Franklin Financial Services CorporationBroker
April 1993 - August 1995 · 2 yrs 4 mos
State Registrations3 states
LAMNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.