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Packerland Brokerage Services, Inc.

Packerland Brokerage Services, Inc.. CRD 37031

P

CRD: 37031

Packerland Brokerage Services, Inc.

Green BAY, WI, 54313
9206629500
www.packerlandbrokerage.com
$1.4B Total AUM
$768.6M Disc. AUM
-- 3Y CAGR
318 Employees
4,893 ADV. Clients
31 yrs Firm Age

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Firm Details

Custodian
Assetmark ยท Hilltop Securities
Clients
Retail and Institutional
Platforms
Atlas pioneerOptima
Established Date
02-02-1995
Office Locations
237

Office Locations

1 MID America Plaza 3RD Floor Oakbrook Terrace IL
1 N Bass Street Greenwood AR
10 N. Martingale Road Suite 400 Schaumburg IL

About Packerland Brokerage Services, Inc.

Packerland Brokerage Services supports independent financial advisors with a flexible, low-fee broker-dealer platform and resources to run and grow their practices. Advisors provide financial planning and portfolio construction, using ETFs, mutual funds, annuities, and other strategies for retail and institutional clients, with access to platforms like Envestnet and custody through Hilltop Securities.

Team overview

51 AVG AGE
$8.2M AVG AUM / ADVISOR
$277.6K AVG AUM / CLIENT
8.6 yrs AVG TENURE
318 Employees
165 Advisory Reps
165 RIA Reps
31yrs Firm Age

Insights

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Asset Classes

Legacy quantum Meridian Quantum vector

Client Personas

Meridian

Custodian

Alpha ember Ridge

Investment Themes

Value delta Catalyst Bridge

Investment Vehicles

Beacon vector

Platform

Vital capital

Services

Element Frontier quantum Vector delta Delta Alpha signal Optima Insight Atlas zenith

Technology

Foundation zenith Vertex vector

Owner & Executives

ZACHARY P KELLY

ZACHARY P KELLY

Chief Executive Officer, Chief Financial Officer, DIRECTOR, Secretary

CRD
#5263665
Ownership
25% but less than 50%
(480) 326-6106
pioneer.eagle@frontiercapital.com
in linkedin.com/in/fusion-oak
WILLIAM SCOTT VAN ESS

WILLIAM SCOTT VAN ESS

Broker, Chairman Of The Board, DIRECTOR

CRD
#1929840
Ownership
25% but less than 50%
(672) 699-8591
radial.zenith@fusioncapital.com
in linkedin.com/in/matrix-unison
G

Glacier beacon

Meridian harbor

CRD
#39651
Ownership
43.0%
(331) 799-5205
peak.north@valuecapital.com
in linkedin.com/in/prime-crest

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Contacts

J

JON RICHARD ABEL

--

CRD
#2103840
(685) 372-1721
delta.summit@elementcapital.com
in linkedin.com/in/capital-pathway
D

Darryl J Adams

--

CRD
#2638125
(221) 677-5213
ember.capital@ridgecapital.com
in linkedin.com/in/wave-wave
B

Beacon oak

Summit harbor

CRD
#65832
(389) 501-3627
timber.focus@eaglecapital.com
in linkedin.com/in/eagle-insight

Showing 2 of 357 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
12-15-2023
06-26-2024
08-28-2025
04-15-2026
Category Assets AVG. Account size
Discretionary $768,582,597 $149,704
Non-Discretionary $589,641,668 $317,182
Total $1,358,224,265 $194,226

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Separately Managed Accounts

Total SMA Asset: $1,358,224,265

$1.4B Total SMA
Equity - Exchange:
32.8%
Public Funds:
30.2%
Cash:
22.8%
Corporate - Investment Grade:
14.2%
Asset class Assets Assets %
Equity - Exchange $645,074,264 32.8%
Public Funds $593,940,328 30.2%
Cash $448,405,281 22.8%
Corporate - Investment Grade $279,269,955 14.2%
Total $1,966,689,828 100.0%

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