Packerland Brokerage Services, Inc. (Green Bay)

Name: Packerland Brokerage Services, Inc.
Address: 432 Security Blvd., Green Bay, WI, 54313 9709
Telephone: 920-662-9500

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.

Packerland Brokerage Services: assets under management

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.

Investments

The firm invests in pooled investment vehicles the most. They account for 79% of the total AUM. The second-largest asset type is exchange traded securities, which make up 11% of the firm’s portfolio. Investments in cash and cash equivalents form 8% of the total invested assets.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Thomas Storrs Reynolds serves?

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.

Careers at Packerland Brokerage Services, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kathryn Marie Smith	Shareholder	1 Oct 1994	Other	1363150
Carlton Frank Larscheid	Director/ shareholder	1 Oct 1994	25% - 50%	1364170
Karen P Bostwick	Shareholder	1 Jul 1995	Other	2643853
Wayne A Bostwick	Director; treasurer, shareholder	1 Dec 1995	Other	2704164
Thomas Storrs Reynolds	Director/shareholder; secretary	1 Apr 1997	Other	2071942
Brian Franklin Liesch	Shareholder	1 Jan 1999	Other	1129756
Timothy James Rohleder	Shareholder	1 Jan 1999	Other	1068562
Robert John Pulaski	Shareholder	1 Oct 2003	Other	2288187
Steven G Westenberg	Shareholder	1 Oct 2003	Other	2440924
William Scott Vaness	Shareholder, chairman of the board	1 Oct 2003	Other	1929840
James Louis Bero	Shareholder	1 Oct 2003	Other	20117
Janice Mae Kommer	Shareholder	1 Oct 2003	Other	4249734
Dale Jerome Rhodes	Shareholder	1 Jul 2005	Other	1133506
Scott Gerard Tuttle	Shareholder	1 Sep 2006	Other	xxx-xx-xxxx
Donald Lee Lutcf Schleicher	Shareholder	1 Jan 2007	Other	1056485
Amy Lynn Lee	Chief compliance officer, acting co-ceo	1 Nov 2007	Other	3138445
Donna Jahns Egly	Shareholder	1 Mar 2008	Other	1083747
Donna J Ahns Cuculi	Shareholder	1 Mar 2008	Other	1083747
Zachary P Kelly	Ceo	1 Feb 2009	Other	5263665
Aaron Andrew Doelger	Director of marketing and education	1 Aug 2009	Other	4357639
Glen Earl Riesterer	Shareholder, vice chairman	1 Feb 2010	Other	2407255
Bernard James Boushka	Rosfp	1 May 2010	Other	2479705
Todd Thomas Wodek	Director of brokerage operations	1 Dec 2010	Other	2142092
Dorothy M Eggert	Shareholder/member- board of directors	1 Jan 2012	Other	6040189
Joel Thomas Blattner	Rosfp,	1 Oct 2012	Other	5440787
Aaron Andrew Doelger	Chief compliance officer	1 Aug 2013	Other	4357639
John Osborn Meier	Director of finance and operations	1 Mar 2015	Other	4586433
Marlene Gladys Reynolds	Shareholder	1 May 2016	Other	6601565

Based in Green Bay

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/.