Packerland Brokerage Services, Inc.

Packerland Brokerage Services, Inc. serves individuals (including high‑net‑worth clients), charities, corporations and retirement plan sponsors with a mix of financial planning, portfolio management and advisory program access. Its brochure describes delivery of these services through firm-managed portfolios, wrap programs, third‑party co‑advisory and solicitor arrangements, and fee‑based programs on the Hilltop/Envestnet platform.

The firm’s approach combines individualized financial planning and either discretionary or non‑discretionary account management, with routine client reviews and the option to use separately managed accounts, model portfolios, unified managed accounts, and automated rebalancing tools. Packerland documents due diligence and periodic monitoring of third‑party managers and discloses unified fee structures for Hilltop/Envestnet programs and the use of solicitor and co‑advisory relationships when appropriate.

What stands out in the brochure is that Packerland is dually registered as an SEC‑registered investment adviser and a FINRA broker‑dealer and manages approximately $909,478,703 in client assets, enabling its advisors to present both brokerage and advisory pathways for implementation. The brochure also discloses that the firm may recommend interests in partnerships investing in real estate and other alternative investments and describes specific practices around third‑party manager selection, 12b‑1 fee handling and recent program changes (for example, termination of its Asset Advisory Account program and shareholder ownership updates), which are notable details relative to many enterprise peers.