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Leslie Grossman

Advisor at Packerland Brokerage Services, Inc.

Updated today
Packerland Brokerage Services, Inc. logo

Firm

Packerland Brokerage Services, Inc.

Location

Green Bay, WI 54313

Credentials

Series 63, Series 65

Industry experience

35 years

Fee options

Fixed

Financial planning fixed fees typically range from $500 to $10,000 depending on complexity and arrangement.

Percentage
Commissions

Commissions are generated from purchase or sale of securities products processed through Packerland’s broker-dealer.

Project-based

Financial planning hourly rates typically do not exceed $400/hour; exact rate depends on complexity and advisor experience.

Work history

Packerland Brokerage Services

2026 - Present (1 year)

OSAIC

2025 - 2026 (1 year)

Trendz Advisors

2012 - 2025 (13 years)

TrustFirst, Inc.

2001 - 2025 (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Startup equity planning Business ownership considerations General retirement planning Founder/Business Owner

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Suamico, WI

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Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Professional Athlete Doctor or Medical Professional Founder/Business Owner

Ilya D

Series 66

Green Bay, WI

Merrill

Ilya Dayter is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Green Bay, Wisconsin. He provides wealth management services to a diverse clientele, including business owners, entrepreneurs, corporate executives, and individual investors across the country. Ilya’s practice emphasizes a comprehensive approach, working closely with clients and their professional advisors to integrate areas such as employee benefits, trust and wealth transfer planning, and exit strategies. Prior to his financial services career, Ilya served in the United States Air Force, participating in Operation Enduring Freedom and Operation Iraqi Freedom, and held roles involving coalition coordination and infrastructure development partnerships. He holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ilya earned a bachelor’s degree from Chapman University and is fluent in English and Russian. Beyond his professional role, Ilya is involved in several community and veteran organizations. He serves on the Village of Howard Police and Fire Commission and has been active with the Bank of America Military Support & Assistance Group, the Northeast Wisconsin Veterans Alliance, Freedom House, and the Howard Suamico Business Professional Association, where he previously served as president. He resides in Green Bay with his family and enjoys activities such as traveling, gardening, golf, tennis, scuba diving, skiing, and spending time with his family.

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Justus H

Series 66

Green Bay, WI

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Justus Hedeen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on aligning client goals with suitable financial strategies and conducts due diligence on the team’s investment strategies and portfolios. His client services encompass areas such as endowments, foundations, non-profits, defined contribution plans, legacy and LGBT wealth planning, retirement income, tax minimization, and socially responsible investing. Justus began his financial services career in 2003 at a Fortune 100 company as an Investment Analyst specializing in corporate bonds. He holds the Chartered Financial Analyst® (CFA®) designation earned in 2006, as well as additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Chicago in 2003 with degrees in Economics and Mathematics. Outside of work, Justus enjoys cooking, football, music, reading, and traveling with his wife Katie and their two sons. He serves as Vice President of the board for CASA (Court Appointed Supervisory Advocates) of Brown County. Justus was recognized as a member of the RH Group Wealth Management team on the Forbes “Best-in-State Wealth Management Teams” list in 2023, 2024, and 2025.

Wealth management Retirement income strategy Retirement withdrawal strategies Social Security optimization ESG / Sustainable investing LGBTQIA Values-based investing
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