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Brad Nordin

29 Years of Experience
Escanaba, MI
BrokerSells Insurance

Brad Nordin is a registered investment advisor at Packerland Brokerage Services, INC., based in Escanaba, MI, with 29 years of industry experience. Brad 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
176 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

816 Ludington St Ste 103, Escanaba, MI, 49829

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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

Brad is an independent insurance agent since 1992, appointed with various companies to sell fixed annuities. He also serves as the personal representative for the estate of Deborah L Johnson.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
January 2006 - Present · 20 yrs 9 mos
Packerland Brokerage Services, INC.Broker
January 2006 - Present · 20 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLC
March 2004 - October 2005 · 1 yr 7 mos
Wells Fargo Investments, LLCBroker
March 2002 - October 2005 · 3 yrs 7 mos
Primevest Financial Services, INC.Broker
May 1997 - March 2002 · 4 yrs 10 mos
State Registrations5 states
CAFLMIMOWI
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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