Steven Westenberg
Steven Westenberg is a registered investment advisor at Packerland Brokerage Services, INC., based in Oconto, WI, with 32 years of industry experience. Steven 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
245 Cook Ave, Oconto, WI, 54153
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Steven sells various insurance products, including life, health, disability, and annuities, dedicating about 10-20% of his time to this activity since 1988. He also receives rental income from office and apartment rental properties, and is a part owner of commercial property, dedicating minimal time to these activities.
Employment History
Current Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Previous Registrations
Pavek Investments INC.Broker
State Registrations18 states
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.