Todd
Jasperson
Packerland Brokerage Services, Inc
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About this Advisor
Todd Jasperson is a financial advisor based in Green Bay, Wisconsin, with a total of 2 years of industry experience. Jasperson is on the advisory team at Packerland Brokerage Services, Inc. The advisor has gained experience at Woodbury Financial Services, Hartford Funds and Packerland Brokerage Services. Jasperson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, Wisconsin and Wyoming. Packerland Brokerage Services, Inc is a registered investment business based in Green Bay, WI. It has offices in 133 locations and a total of 273 financial advisors. It oversees $930 million in assets under management between its 7,065 customer accounts, placing it among the bigger firms in the United States 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 assets available to invest. Packerland Brokerage Services, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fee types billed by Packerland Brokerage Services, Inc likely are comprised 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
Todd Jasperson Work History
Todd has been registered as a financial advisor for 2 years.*
Packerland Brokerage Services
Woodbury Financial Services
Hartford Funds
*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 Todd Jasperson 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
Green Bay, WI
Green Bay, WI
Green Bay, WI
Green Bay, WI
Green Bay, WI
Shakopee, MN
Hutchinson, KS
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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