JH
JH
Jeffrey Holmes
26 Years of Experience
Green Bay, WI
2 DisclosuresBroker
Jeffrey Holmes is a registered investment advisor at Packerland Brokerage Services, INC., based in Green Bay, WI, with 26 years of industry experience. Jeffrey 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
178 advisors
Number of Clients
4,245 clients
Average Client Portfolio
$214K average
Assets Under Management
$909.5M
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.
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Location
432 Security Blvd., Green Bay, WI, 54313
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2019Customer Dispute
September 2019Closed-No Action
Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
April 2020 - Present · 6 yrs 1 mo
Packerland Brokerage Services, INC.
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
B Riley Wealth Management
January 2018 - October 2019 · 1 yr 9 mos
B. Riley Wealth ManagementBroker
January 2018 - October 2019 · 1 yr 9 mos
Wunderlich Securities, INC.
January 2018 - January 2018 · 0 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2009 - January 2018 · 8 yrs 7 mos
Stifel, Nicolaus & Company, Incorporated
June 2009 - January 2018 · 8 yrs 7 mos
Wells Fargo Advisors, LLCBroker
January 2008 - June 2009 · 1 yr 5 mos
Wells Fargo Advisors, LLC
January 2008 - June 2009 · 1 yr 5 mos
A. G. Edwards & Sons, INC.
August 2005 - January 2008 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
October 1999 - January 2008 · 8 yrs 3 mos
State Registrations13 states
AZCOFLILINMIMNMOOHSCTNTXWI
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.