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PACKERLAND BROKERAGE SERVICES, INC.

GREEN BAY, WI · CRD 37031 · IAPD ↗ · 920-662-9500

$1.36BRegulatory AUM
165Advisory reps
318Employees
25Clients
101-250Planning clients
0Private funds
48States
11Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — PACKERLAND BROKERAGE SERVICES, INC. notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — PACKERLAND BROKERAGE SERVICES, INC. crossed $1B in regulatory AUM ($909.5M -> $1.36B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — PACKERLAND BROKERAGE SERVICES, INC. notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
83
April 2025 — PACKERLAND BROKERAGE SERVICES, INC. grew from 144 to 161 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2024 — PACKERLAND BROKERAGE SERVICES, INC. notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — PACKERLAND BROKERAGE SERVICES, INC. notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — PACKERLAND BROKERAGE SERVICES, INC. shrank from 273 to 144 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.