PACKERLAND BROKERAGE SERVICES, INC.

432 Security Blvd.
Ste. 101
Green Bay, Wisconsin 54313-9709
Tel: 920-662-9500

About PACKERLAND BROKERAGE SERVICES, INC.

PACKERLAND BROKERAGE SERVICES, INC, formally registered with the SEC as PACKERLAND BROKERAGE SERVICES, INC. The firm was established in 05/01/2012. They have over 134 offices throughout the country.

PACKERLAND BROKERAGE SERVICES, INC. is a Green Bay, Wisconsin based Financial Planning firm with nearly $854,243,663 assets under management, offering retirement planning & investment advisory services to 4831 clients. The firm is staffed with 290 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	37031
SEC#	801-74927
Assets Managed by Firm	$854,243,663
No. of Clients	4831
No. of Advisors	290

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4831	$854,243,663
Individuals (other than high net worth individuals)	4577	$721,371,991
High net worth individuals	238	$119,921,699
Pension and profit sharing plans	7	$7,503,665
Charitable organizations	5	$2,288,074
Corporations or other businesses	11	$3,158,234

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TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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