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Firm profile

Packerland Brokerage Services, Inc..

GREEN BAY, WICRD 37031Latest ADV April 15, 2026

Packerland Brokerage Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Green Bay, WI. Its latest Form ADV filing, dated April 15, 2026, reports $1.4B in regulatory assets under management, 318 employees, 133 offices, and 6,993 accounts.

Assets Under Management
$1.4B
Employees
318
Offices
133 offices
Total Clients
4,868
Primary office
GREEN BAY, WI
432 SECURITY BLVD., STE. 101, GREEN BAY, WI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOZachary P Kelly
CCOAaron Andrew Doelger

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
3,725
2
HNWI
23.0%
1,120
3
Corporations
0.2%
11
4
Charitable
0.2%
8
5
Pension Plans
0.1%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.4Bas of April 15, 2026
Discretionary56.6%
$769M
57% of total RAUM56.6%
Non-discretionary43.4%
$590M
43% of total RAUM43.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.4B
Total Accounts6,993
10Y AUM Change+$1.1B (+469.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees318
Clients per Employee15:1
10Y Employee Change+62 (+24.2%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.