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Alan Lee Resch

23 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
4,245 clients
Average Client Portfolio
$214K average
Assets Under Management
$909.5M

Fee Structure

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Location

383 Main Street, Birnamwood, WI, 54409

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History

Regulatory History (1)
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Criminal
October 1989
Final Disposition
Other 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.
January 2017 - Present · 9 yrs 1 mo
Packerland Brokerage Services, INC.Broker
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Gradient Wealth Management
September 2015 - December 2016 · 1 yr 3 mos
Cherry Investment Advisors, LTD.
July 2014 - October 2014 · 3 mos
Gradient Securities, LLCBroker
October 2013 - December 2016 · 3 yrs 2 mos
G. A. Repple & CompanyBroker
January 2010 - July 2013 · 3 yrs 6 mos
Packerland Brokerage Services, INC.Broker
September 2003 - December 2009 · 6 yrs 3 mos
MML Investors Services, INC.Broker
October 2001 - July 2003 · 1 yr 9 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.