Data / Investment advisers / Wisconsin / Packerland Brokerage Services, Inc.
Packerland Brokerage Services, Inc., Green Bay, WI: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Packerland Brokerage Services, Inc. is an SEC registered investment adviser with its main office in Green Bay, Wisconsin and reports $1.4 billion in regulatory assets under management in its Form ADV filed April 15, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Packerland Brokerage Services, Inc. (CRD number 37031): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 37031
- SEC file number
- 801-74927
- SEC status
- Approved, effective May 1, 2012
- Main office
- 432 Security Blvd. Ste. 101, Green Bay, WI 54313
- Phone
- (920) 662-9500
- Regulatory AUM
- $1,358,224,265 in the Form ADV filed April 15, 2026
- Discretionary AUM
- $768,582,597
- Non discretionary AUM
- $589,641,668
- Accounts
- 6,993
- Employees
- 318, of which 165 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 133
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- April 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 3,725 | $850.1 million |
| High net worth individuals | 1,120 | $494 million |
| Pension and profit sharing plans | 4 | $6.5 million |
| Corporations or other businesses | 11 | $4.5 million |
| Charitable organizations | 8 | $3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.36 billion | March 27, 2026 |
| December 1, 2025 | $909.5 million | August 28, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| N.E.W. Advisory Services, LLC | De Pere | $1.60 billion | Not listed | adviserinfo.sec.gov |
| Campbell Newman Asset Management Inc | Milwaukee | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Isthmus Partners, LLC | Madison | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Sentry Investment Management, L.L.C. | Stevens Point | $1.43 billion | Not listed | adviserinfo.sec.gov |
| Mason Wells, Inc. | Milwaukee | $1.42 billion | 4 | adviserinfo.sec.gov |
| The Milwaukee Company | Thiensville | $1.35 billion | Not listed | adviserinfo.sec.gov |
| Capital Investment Services of America Inc | Milwaukee | $1.31 billion | Not listed | adviserinfo.sec.gov |
| Madison Partners | Madison | $1.30 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Packerland Brokerage Services, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.