SEC-registered wealth management firm Broker-dealer affiliated
Packerland Brokerage Services, Inc.
As of its Form ADV filed April 15, 2026, Packerland Brokerage Services, Inc., an SEC-registered, broker-dealer affiliated wealth management firm in Green Bay, Wisconsin, reported $1.4 billion in regulatory assets under management across 6,993 accounts, ranking #18 among all wealth firms in Wisconsin by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 37031
- SEC file number
- 801-74927
- Registered since
- May 1, 2012
- Latest Form ADV filing
- April 15, 2026
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 133
Key figures
- Regulatory assets under management
- $1.4 billion
- Discretionary
- $768.6 million (56.6%)
- Non-discretionary
- $589.6 million
- Accounts
- 6,993 (5,134 discretionary)
- Clients
- 4,893, approximate as reported
- Employees
- 318
- Advisory staff
- 165 performing investment advisory functions
- Average account
- $194,226
- Asset growth, 1 year
- 49.3% (from $909.5 million a year earlier)
- Asset growth, 3-year annual rate
- 13.5% (from $930.0 million three years earlier)
- Asset growth, 5-year annual rate
- 17.6% (from $604.4 million five years earlier)
- Client growth, 1 year
- 14.6% (from 4,269)
Broker-dealer affiliated. The firm is itself a broker-dealer as well as an investment adviser (Form ADV Item 6.A(1)). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2012 | $69.3 million |
| October 1, 2013 | $87.8 million |
| October 1, 2014 | $116.7 million |
| October 1, 2015 | $150.5 million |
| October 3, 2016 | $155.3 million |
| October 2, 2017 | $238.6 million |
| October 1, 2018 | $523.4 million |
| October 1, 2019 | $323.6 million |
| October 1, 2020 | $496.2 million |
| October 4, 2021 | $604.4 million |
| October 3, 2022 | $740.7 million |
| October 5, 2023 | $930.0 million |
| October 1, 2024 | $854.2 million |
| September 2, 2025 | $909.5 million |
| October 2, 2026 | $1.4 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 3,725 clients | $850.1 million | |
| High net worth individuals 1,120 clients | $494.0 million | |
| Pension and profit sharing plans 4 clients | $6.5 million | |
| Corporations or other businesses 11 clients | $4.5 million | |
| Charitable organizations 8 clients | $3.0 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Pension consulting
- Selection of other advisers
- Educational seminars or workshops
Financial planning clients (Item 5.H): 101-250.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Broker-dealer
- Insurance broker or agent
Financial industry affiliations (Item 7.A)
- Other investment adviser
- Accountant or accounting firm
- Real estate broker, dealer or agent
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 177
- Also registered through a broker-dealer
- 177
- Employees who are IARs (Form ADV 5.B(3))
- 165
Designations held by the firm's IARs: CFP 19, ChFC 16, CFA 1.
Between 97 and 177 of the firm's 177 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 8 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Wisconsin
| Firm | City | RAUM |
|---|---|---|
| Campbell Newman Asset Management Inc | Milwaukee | $1.4 billion |
| Isthmus Partners, LLC | Madison | $1.4 billion |
| Capital Investment Services of America Inc | Milwaukee | $1.3 billion |
| Madison Partners | Madison | $1.3 billion |
| Associated Investment Services, Inc. | Green Bay | $1.2 billion |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Packerland Brokerage Services, Inc. on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.packerlandbrokerage.com
- Wealth management firms in Wisconsin
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.