Packerland Brokerage Services, Inc. is a large advisory firm based in Green Bay. It manages $323.58 million of regulatory assets for 2,935 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 31 other states.
Packerland Brokerage Services provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Packerland Brokerage Services, Inc. is $323.58 million. The firm's AUM has grown by 367% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Packerland Brokerage Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Thomas Storrs Reynolds is individuals with 2,567 clients and $277.11 million of assets under management. Among the 8 most similar advisory firms, Packerland Brokerage Services has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $323.43 million for 2,934 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Packerland Brokerage Services doesn't advise any private funds.
The company employs 146 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 145 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Storrs Reynolds has been acting as President since 1 Apr 1997. Marlene Gladys Reynolds joined the executive team most recently as the Shareholder.
The principal office where Packerland Brokerage Services, Inc. performs its advisory services is located at 432 Security Blvd., Green Bay, WI 54313 9709, which is also the mailing address of the firm. An additional office of the firm is in Wausau, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 920-662-9500 or by fax 920-662-9503. The normal business hours are 8:00am-4:30pm on Other. You can find more information about the New York firm at packerlandbrokerage.com/.