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Packerland Brokerage Services, Inc.

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Total assets under management

$909,478,703

Total clients

4,226

6% high-net worth

Total advisors

161

of 286 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

26

Average account size

$215,210

About

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.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

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.

Disclosures

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

Business activities & affiliations

Main office location

Packerland Brokerage Services, Inc.

432 Security Blvd., Ste. 101

Green Bay WI 54313-9709, United States

Number of offices

134

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