Christopher Bokmuller
Christopher Bokmuller is a registered investment advisor at Packerland Brokerage Services, INC., based in Clinton Township, MI, with 17 years of industry experience. Christopher 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
42815 Garfield Rd, Suite 209, Clinton Township, MI, 48038
Get directionsHistory
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
Christopher works for Bokmuller Retirement Services as a registered representative and for PKS Advisory Services, LLC as an investment advisor representative, dedicating full-time hours to each. He also works as an insurance agent for PKSF and sells fixed insurance through Insurance/Producer's Choice, spending about 10-20% of his time and a few hours per week, respectively.
Employment History
Current Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Previous Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Michigan Advisors, INC
Michigan Securities, INC.Broker
Coastal Investment Advisors
The Coastal Advisory Group, LLC
Q3 Asset Management Corporation
Coastal Equities, INC.Broker
Signator Investors, INC.Broker
State Registrations3 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.