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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 286 | 318 | increased by32 |
| Apr 1, 2026 | Clients | 4,245 | 4,868 | increased by623 |
| Apr 1, 2026 | AUM | $909,478,703 | $1,358,224,265 | increased by$448,745,562 |
| Apr 1, 2026 | Accounts | 4,245 | 6,993 | increased by2,748 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 272 | 286 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,978 | 4,245 | increased by267 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $740,718,524 | $909,478,703 | increased by$168,760,179 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,978 | 4,245 | increased by267 |
| Apr 1, 2022 | Employees | 179 | 272 | increased by93 |
| Apr 1, 2022 | Clients | 3,544 | 3,978 | increased by434 |
| Apr 1, 2022 | AUM | $604,446,667 | $740,718,524 | increased by$136,271,857 |
| Apr 1, 2022 | Accounts | 3,557 | 3,978 | increased by421 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PACKERLAND BROKERAGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PACKERLAND BROKERAGE” may also match similarly-named firms). Confirm identity against each filing.
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.