Packerland Brokerage Services, Inc.

Overview

Packerland Brokerage Services, Inc. is a Broker Dealer and registered investment adviser based in Green Bay, WI, registered since 1994. It reports $1.4B in assets under management across 6,993 accounts, with 318 employees. Its 362 registered representatives work across 249 branch offices in 33 states.

Reported AUM

$1.4B

Discretionary

57%

Accounts

6,993

Average account

$194K

Employees

318

Registered reps

362

Branch offices

249

Registered since

1994

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Retirement/Pension Products
• Stock
• 2 more

Executive officers 3 of 8

• Zachary P Kelly Director, Shareholder, Chief Executive Officer CRD 5263665
• Steven G Westenberg Director, Shareholder, Vice Chairman CRD 2440924
• William Scott Van Ess Director, Shareholder, Chairperson of the Board CRD 1929840

5 more executive officers, with direct contact details

Registered reps 3 of 362

• Jon Richard Abel Insurance Agent · Registered Rep CRD 2103840
• Darryl J Adams Insurance Agent · Registered Rep CRD 2638125
• Dean J Aerts Insurance Agent · Registered Rep CRD 4360119

359 more registered reps, with emails, phones and branch locations

Location

Headquarters

432 Security Blvd
Green Bay, WI 54313

County

Brown

Metro area

Green Bay, WI

Region

Midwest

Branch offices

249 in 33 states, including De Pere, WI, Holmen, WI and Oshkosh, WI

Registrations

• SEC registered, corporation formed in Wisconsin
• Registered in 52 jurisdictions
• Website: packerlandbrokerage.com

Every state, with registration dates

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