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Main Stree","city":"Waupon"},{"street":"2640 Zak Lane","city":"Green Bay"},{"street":"9781 Hwy 70 West","city":"Minocqua"},{"street":"1034 Main St","city":"Oconto"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"920-662-9500","stateRegisteredReps":165,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":63},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":32},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"15 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/37031/PDF/37031.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029478","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Packerland Brokerage Services have?","answer":"Packerland Brokerage Services has 4,868 clients and manages $1.36 billion for them, as of April 2026. They include 3,725 individual clients, 1,120 high-net-worth individuals, and 11 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Packerland Brokerage Services offer?","answer":"Packerland Brokerage Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Packerland Brokerage Services use?","answer":"Packerland Brokerage Services’ separately managed account assets are held at Hilltop Securities Inc. (Dallas, TX), with $118M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Packerland Brokerage Services have?","answer":"Packerland Brokerage Services has 165 investment adviser representatives registered with state securities authorities, out of 318 employees, and 165 perform investment advisory functions. 318 employees are registered representatives of a broker-dealer and 318 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Packerland Brokerage Services invest in?","answer":"At the end of its last fiscal year, Packerland Brokerage Services’ separately managed accounts held 63% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Packerland Brokerage Services?","answer":"Packerland Brokerage Services’ direct owners are Karen P Bostwick, Steven G Westenberg, William Scott Van Ess and Zachary P Kelly, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 15 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Packerland Brokerage Services get paid?","answer":"Packerland Brokerage Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Packerland Brokerage Services?","answer":"Packerland Brokerage Services’ main office is at 432 Security BLVD., Ste. 101, Green Bay, WI 54313-9709. Its phone number is 920-662-9500. Its website is packerlandbrokerage.com.","source":"Form ADV Part 1A, Item 1.F, filed 15 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}