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 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
383 Main Street, Birnamwood, WI, 54409
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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 Registrations2 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.