James Ison
James Ison is a CFP-designated registered investment advisor at Packerland Brokerage Services, INC., based in Wausau, WI, with 21 years of industry experience. James 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
227501 Rib Mountain Dr, Wausau, WI, 54401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James owns Ison Financial Planning, a securities and insurance business, dedicating about a quarter of his time. He also owns Risk Management Team, LLC, selling fixed insurance, and spends minimal time on this activity.
Employment History
Current Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Hermening Advisory Services LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Midwest Professional Planners, LTD.
AXA Advisors, LLC
AXA Advisors, LLCBroker
PFS Investments INC.Broker
State Registrations6 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.