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Edward Davig

49 Years of Experience
Holmen, WI
6 DisclosuresBrokerSells Insurance

Edward Davig is a registered investment advisor at Packerland Brokerage Services, INC., based in Holmen, WI, with 49 years of industry experience. Edward 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

501 Empire St, Holmen, WI, 54636

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2018
Settled
Customer Dispute
June 2006
Settled
Customer Dispute
March 2005
Settled
Customer Dispute
November 2002
Closed-No Action
Customer Dispute
February 2002
Settled
Customer Dispute
January 2002
Award / Judgment
Other Business ActivitiesSells Insurance

Edward is an owner involved in insurance sales, including term, fixed annuities, and long-term care, since 1991. He dedicates minimal time to this activity.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
October 2008 - Present · 18 yrs
Packerland Brokerage Services, INC.Broker
September 2008 - Present · 18 yrs 1 mo
Previous Registrations
Davig Financial Corporation
July 1999 - August 2008 · 9 yrs 1 mo
Davig Financial Corporation
July 1999 - December 2002 · 3 yrs 5 mos
Triad Advisors, INC.Broker
July 1998 - September 2008 · 10 yrs 2 mos
Royal Alliance Associates, INC.Broker
January 1997 - July 1998 · 1 yr 6 mos
Keogler, Morgan & Company, INC.Broker
October 1990 - January 1997 · 6 yrs 3 mos
Ids Life Insurance CompanyBroker
August 1977 - October 1990 · 13 yrs 2 mos
American Express Financial Advisors INC.Broker
August 1977 - October 1990 · 13 yrs 2 mos
Ids Financial Services INC.Broker
August 1977 - December 1986 · 9 yrs 4 mos
State Registrations16 states
AZCACOFLGAIAIDILINMIMNMTNMOHTXWI
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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