Danny
Albertson

Packerland Brokerage Services, Inc

CRD#5573350
Investment Advisor
in Winona, MN

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About this Advisor

Danny Albertson is a financial advisor based in Winona, Minnesota, working with Packerland Brokerage Services, Inc. Danny has previously held positions at Cetera Advisors and Packerland Brokerage Services. Danny has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Idaho, Minnesota, New Jersey, North Carolina, South Dakota, Virginia, and Wisconsin. Currently, Danny is part of Packerland Brokerage Services, Inc, which operates out of Winona, Minnesota. 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 66

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

1213 Gilmore Ave Suite A-6
Winona, MN 55987

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Packerland Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$854,243,663

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

290

MN Average: 43
Total Number of Accounts

4,831

MN Average: 1,898
Average Account Size

$176,825

MN 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

Danny Albertson Work History

2015 - Present (9 years)

Packerland Brokerage Services

2013 - 2014 (1 year)

Cetera Advisors

Disclosures

Please visit the SEC profile of Danny Albertson 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

James Ison
Wausau, WI
Matthew Garot
Green Bay, WI
Kyle Kurscheidt
Kiel, WI
Jerry Bien
Irvine, CA
Mick Scheuer
Kewaunee, WI
Quinton Cretton Presnell
Green Bay, WI
Jason Rockman
Green Bay, WI
Tim Smith
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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