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PACKERLAND BROKERAGE SERVICES, INC.
CRD 37031File 801-74927
APPROVED
Retail clients
Disclosure events
Filing as of Apr 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.36B
Above cohort median (national)
Discretionary AUM
$768.6M
Non-discretionary $589.6M
Clients
4,868
6,993 accounts
Employees
318
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 1, 2012
- Principal office
- 432 SECURITY BLVD., STE. 101, GREEN BAY, WI, 54313-9709
- Phone
- 920-662-9500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.36B
- Discretionary AUM
- $768.6M
- Non-discretionary AUM
- $589.6M
- Discretionary accounts
- 5,134
- Non-discretionary accounts
- 1,859
- Total accounts
- 6,993
- AUM per client
- $279K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $4.5M |
| Charitable organizations | 8 | $3.0M |
| High net worth individuals | 1,120 | $494.0M |
| Pension and profit sharing plans | 4 | $6.5M |
| Individuals (other than high net worth individuals) | 3,725 | $850.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.