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Jeffery Steely
23 Years of Experience
Plymouth, WI
1 DisclosureBroker
Jeffery Steely is a registered investment advisor at Packerland Brokerage Services, INC., based in Plymouth, WI, with 23 years of industry experience. Jeffery 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
Plymouth, WI
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2025Pending
Employment History
Current Registrations
Packerland Brokerage Services, INC.
August 2025 - Present · 9 mos
Packerland Brokerage Services, INC.Broker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
LPL Enterprise, LLCBroker
November 2024 - January 2025 · 2 mos
Pruco Securities, LLC.Broker
March 2018 - November 2024 · 6 yrs 8 mos
Diversified Capital Wealth Management, LLC
September 2013 - December 2017 · 4 yrs 3 mos
Annex Wealth Management, LLC
December 2004 - December 2011 · 7 yrs
Sii Investments, INC.
December 2002 - December 2006 · 4 yrs
Sii Investments, INC.
November 2002 - November 2002 · 0 mos
Sii Investments, INC.Broker
November 2002 - December 2006 · 4 yrs 1 mo
First Midwest Securities, INC.Broker
December 2001 - December 2002 · 1 yr
Morgan Stanley Dw INC.Broker
December 2000 - December 2001 · 1 yr
State Registrations3 states
KYNCWI
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.