Paul Pretti
Paul Pretti is a CFP, ChFC-designated registered investment advisor at Packerland Brokerage Services, INC., based in Brookfield, WI, with 18 years of industry experience. Paul 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
240 Regency Court, Brookfield, WI, 53045
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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
Paul has been an insurance agent since 2008, dedicating approximately 80 hours per month to selling life, health, fixed & indexed annuities, long-term care, disability income, and property & casualty insurance. He also provides tax preparation services, which is not investment-related.
Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
State Registrations9 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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