Marcus Gunawan
Marcus Gunawan is a CFP-designated registered investment advisor at Packerland Brokerage Services, INC., based in Rosemead, CA, with 24 years of industry experience. Marcus 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3733 Rosemead Blvd #201, Rosemead, CA, 91770
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marcus is a Vice President at First Street Advisors, dedicating a few hours per week, and offers insurance services including life, annuities, health, dental, LTC, and employee benefits consulting. He also owns and manages family-owned rental property, spending minimal time on this activity, and provides mortgage loan services for about 10-20% of his time.
Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
Packerland Brokerage Services, INC.
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
The Leaders Group, INC.Broker
Tbg FinancialBroker
Dean Witter Reynolds INC.Broker
State Registrations7 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.
Exams
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