Kevin
Reed
Packerland Brokerage Services, Inc
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About this Advisor
Kevin Reed is a financial advisor based in Fort Wayne, Indiana, working with Packerland Brokerage Services, Inc. Kevin has previously held positions at Packerland Brokerage Services and Fifth Third Securities. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Indiana, North Carolina, South Carolina, and Texas. Currently, Kevin is part of Packerland Brokerage Services, Inc, which operates out of Fort Wayne, Indiana. The firm has 133 offices and 290 employees. The firm manages assets totaling $854.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Packerland Brokerage Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Packerland Brokerage Services, Inc Brokerage Details
$854,243,663
290
4,831
$176,825
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kevin Reed Work History
Packerland Brokerage Services
Fifth Third Securities
Disclosures
Please visit the SEC profile of Kevin Reed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Packerland Brokerage Services, Inc
Wausau, WI
Irvine, CA
Green Bay, WI
Kiel, WI
Kewaunee, WI
Green Bay, WI
Green Bay, WI
Rocklin, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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