Adam
Laffey
Packerland Brokerage Services, Inc
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About this Advisor
Adam Laffey is a financial advisor working out of Des Moines, Iowa, with a total of 7 years of industry experience. Laffey is on the advisory team at Packerland Brokerage Services, Inc. Their career trajectory has included roles at Edward Jones and Packerland Brokerage Services. Laffey has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Iowa. Packerland Brokerage Services, Inc is a financial advisory company that has its headquarters in Green Bay, WI. It has offices in 133 locations and a total of 273 people on staff. It manages $930 million in assets under management across its 7,065 client accounts, making it one of the larger firms in the nation by assets under management. The firm serves four charities and foundations. Of its 7,065 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on the type of financial services offered. Fees billed by Packerland Brokerage Services, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Packerland Brokerage Services, Inc Brokerage Details
$929,959,984
273
7,065
$131,629
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Adam Laffey Work History
Adam has been registered as a financial advisor for 7 years.*
Packerland Brokerage Services
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Laffey 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
Green Bay, WI
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Glen Burnie, MD
The content in this profile was updated by SmartAsset on 4/16/2023. 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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