Packerland Brokerage Services is a registered investment advisor and broker-dealer headquartered in Green Bay, Wisconsin, with additional services provided through third-party platforms and money managers. Packerland offers a wide range of services including financial planning and consulting, direct individual portfolio management, co-advisory programs, unified managed accounts, and solicitor services connecting clients with independent third-party managers. The firm's representatives are often dually registered as stockbrokers and insurance agents, allowing them to offer investment advisory services, brokerage services, and insurance products. Packerland assists individuals, high-net-worth clients, businesses, trusts, and retirement plan sponsors. While the firm primarily manages accounts on a non-discretionary basis, discretionary management is available upon request. Packerland emphasizes personalized portfolio strategies tailored to each client's goals, risk tolerance, and time horizon, utilizing various analytical methods including fundamental and technical analysis, asset allocation, and mutual fund evaluations.
Fee Structure
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.