Lowell
Whisler

Packerland Brokerage Services, Inc

CRD#1549135
Investment Advisor
in Altoona, IA

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About this Advisor

Lowell Whisler is a financial advisor based in Altoona, Iowa, working with Packerland Brokerage Services, Inc. Lowell has previously held positions at Dba/Lowell K. Whisler & Associates, Union Central Life, Northwestern National Life Insurance Com, Intersecurities, Inc, Signator Investors, Inc, Royal Alliance Associates, Inc, and Packerland Brokerage Services. Lowell has passed the Series 63 regulatory exam and is registered to provide services in Iowa. Currently, Lowell is part of Packerland Brokerage Services, Inc, which operates out of Altoona, Iowa. 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

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Altoona, IA

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Packerland Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$854,243,663

IA Average: $2,826,565,184
Total Number of Employees

290

IA Average: 43
Total Number of Accounts

4,831

IA Average: 1,898
Average Account Size

$176,825

IA Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Lowell Whisler Work History

2020 - Present (4 years)

Packerland Brokerage Services

1998 - Present (26 years)

Intersecurities, Inc

1983 - Present (41 years)

Northwestern National Life Insurance Com

1981 - Present (43 years)

Dba/Lowell K. Whisler & Associates

1981 - Present (43 years)

Union Central Life

2018 - 2020 (2 years)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

Signator Investors, Inc

Disclosures

Please visit the SEC profile of Lowell Whisler 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

Kyle Kurscheidt
Kiel, WI
Matthew Garot
Green Bay, WI
Jerry Bien
Irvine, CA
James Ison
Wausau, WI
Quinton Cretton Presnell
Green Bay, WI
Mick Scheuer
Kewaunee, WI
Yannshyr Puu
Green Bay, WI
Benjamin Morgan
Garden Grove, 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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