AK
AK

Aaron Robert Kapper

5 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
4,245 clients
Average Client Portfolio
$214K average
Assets Under Management
$909.5M

Fee Structure

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Location

432 Security Blvd., Green Bay, WI, 54313

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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 · 5 yrs 7 mos
Packerland Brokerage Services, INC.Broker
May 2020 - Present · 5 yrs 9 mos
State Registrations2 states
ILIN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.