RIA Intel›Advisers›Wisconsin›PACKERLAND BROKERAGE SERVICES, INC.

PACKERLAND BROKERAGE SERVICES, INC.

Advisory

N·GREEN BAY, WI

Data as of Apr 9, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+6.5%
3-Year CAGR
+7.1%
Employees
165
Assets Under Management
Total AUM$1.4B
Discretionary AUM$769M
Non-Discretionary AUM$590M
Discretionary %56.6%
Total Clients4,245
Team
Total Employees165
Investment Advisers318
Employee Growth (1Y)+11.8%
Filing History
Total Filings on Record33
First FilingMar 27, 2012
Latest FilingApr 9, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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