Packerland Brokerage Services, Inc.

Registered investment adviser · Green Bay, WI · CRD #37031

Form ADV data as of 2026-09-01

Regulatory assets

$1.36 billion

Total accounts

6,993

Employees

318

Disclosure events

Firm details

Website: https://www.linkedin.com/company/packerland-brokerage-services-inc-/
Telephone: 920-662-9500
SEC file number: 801-74927
Most recent Form ADV filing: 2026-04-15
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 8 disclosure questions answered Yes, covering 11 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct
Another regulator entered an order in connection with investment-related activity (past 10 years)
Another regulator denied, suspended, or revoked a registration or restricted activity
A self-regulatory organization found a violation of its rules
A self-regulatory organization expelled, suspended, barred, or restricted the firm

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$768.6 million
Non-discretionary regulatory assets under management	$589.6 million
Total regulatory assets under management	$1.36 billion
Discretionary accounts	5,134
Non-discretionary accounts	1,859
Total accounts	6,993
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	318
Employees performing investment advisory functions (including research)	165
Employees who are registered representatives of a broker-dealer	318
Employees registered as investment adviser representatives with a state	165
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	318
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Other business activities

Broker-dealer (registered or unregistered)Insurance broker or agent

Affiliated related persons

Other investment adviser (including financial planners)Accountant or accounting firmReal estate broker or dealer

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	3,725	$850.1 million
High net worth individuals	1,120	$494.0 million
Pension and profit sharing plans (not the participants or government plans)	4	$6.5 million
Charitable organizations	8	$3.0 million
Corporations or other businesses not listed above	11	$4.5 million