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Andrew Ira Richman

Packerland Brokerage Services, INC.
28 Years of Experience
BrokerSells Insurance
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

10701 West North Ave, Wauwatosa, WI, 53226

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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

Andrew sells life, health, long-term care, and fixed & indexed annuities. This activity takes a few hours per week.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
January 2009 - Present · 17 yrs 1 mo
Packerland Brokerage Services, INC.Broker
January 2009 - Present · 17 yrs 1 mo
Previous Registrations
National Planning CorporationBroker
October 2003 - January 2009 · 5 yrs 3 mos
Abacus Investments, INC.Broker
August 2001 - October 2003 · 2 yrs 2 mos
Hornor, Townsend & Kent, INC.Broker
June 2001 - August 2001 · 2 mos
Trusted Securities Advisors CORP.Broker
October 2000 - June 2001 · 8 mos
Lifeusa Securities, INC.Broker
February 2000 - October 2000 · 8 mos
Ffp Securities, INC.Broker
December 1997 - February 2000 · 2 yrs 2 mos
Prudential Securities IncorporatedBroker
July 1995 - February 1996 · 7 mos
State Registrations5 states
CACOIAILWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.