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Aaron Kapper

6 Years of Experience
Olney, IL
Broker

Aaron Kapper is a registered investment advisor at Packerland Brokerage Services, INC., based in Olney, IL, with 6 years of industry experience. Aaron 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

1620 East Main, Olney, IL, 62450

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Aaron works as an accountant at Kapper & Company, dedicating about three-quarters of his time to tax returns, bookkeeping, and IT. He also owns a staffing firm, Job Works, Inc., and has a 33% ownership stake in A&A Investments commercial real estate/rental property, dedicating minimal time to each.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
July 2020 - Present · 6 yrs 3 mos
Packerland Brokerage Services, INC.Broker
May 2020 - Present · 6 yrs 5 mos
State Registrations2 states
ILIN
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.
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