MS
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Matthew Streckenbach

12 Years of Experience
Little Suamico, WI
1 DisclosureBroker

Matthew Streckenbach is a registered investment advisor at Packerland Brokerage Services, INC., based in Little Suamico, WI, with 12 years of industry experience. Matthew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
4,868 clients
Average Client Portfolio
$279K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

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Location

Little Suamico, WI

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2016
Other Business Activities

Matthew works as a controller at PDQ, dedicating full-time hours to analyzing internal plant data. He also resells items online via Facebook and eBay, spending a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
May 2016 - Present · 10 yrs 5 mos
Packerland Brokerage Services, INC.Broker
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Prudential Financial Planning Services
May 2014 - April 2016 · 1 yr 11 mos
Pruco Securities, LLC.Broker
December 2013 - April 2016 · 2 yrs 4 mos
State Registrations2 states
ILWI
AdvisorBrokerBoth

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
No exam information available for this advisor.