Wade
Kauffman
Packerland Brokerage Services, Inc
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About this Advisor
Wade Kauffman is a financial advisor based in Glen Burnie, Maryland, working with Packerland Brokerage Services, Inc. Wade has previously held positions at Allstate Insurance Company, Packerland Brokerage Services, and Kent Mittrick And Associates. Wade has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Wade is part of Packerland Brokerage Services, Inc, which operates out of Glen Burnie, Maryland. 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
Wade Kauffman Work History
Packerland Brokerage Services
Kent Mittrick And Associates
Allstate Insurance Company
Disclosures
Please visit the SEC profile of Wade Kauffman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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