Timothy Frey
Timothy Frey is a registered investment advisor at Packerland Brokerage Services, INC., based in Green Bay, WI, with 20 years of industry experience. Timothy 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
432 Security Blvd., Green Bay, WI, 54313
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2024Other Business ActivitiesSells Insurance
Timothy is involved in several business activities, including ownership and consulting roles in various LLCs, farm management, real estate services, and authoring a children's book. He also sells insurance products, including life, disability, property and casualty insurance, and fixed and fixed indexed annuities, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
Packerland Brokerage Services, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations4 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.