Alan Resch
Alan Resch is a registered investment advisor at Packerland Brokerage Services, INC., based in Birnamwood, WI, with 24 years of industry experience. Alan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
383 Main Street, Birnamwood, WI, 54409
Get directionsHistory
Regulatory History (1)
Criminal
October 1989Other Business ActivitiesSells Insurance
Alan is the president/owner of Resch Biramwood Insurance Agency, focusing on insurance sales, and spends nearly full-time on this activity. He is also involved with White Insurance Agency Inc. selling property and casualty insurance, and Stewardship Financial as an agent selling life, health, disability, and annuities, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Previous Registrations
Gradient Wealth Management
Cherry Investment Advisors, LTD.
Gradient Securities, LLCBroker
G. A. Repple & CompanyBroker
Packerland Brokerage Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations1 state
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.