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 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
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.
Exams
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