Lucas
Breeden
Packerland Brokerage Services, Inc
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About this Advisor
Lucas Breeden is a financial advisor who works out of Green Bay, Wisconsin. Breeden currently works for Packerland Brokerage Services, Inc. Throughout their career, Breeden has worked at Breeden Insurance, Guardian Life Insuranc Co, Park Avenue Securities LLC, Parkland Securities LLC, Sigma Planning Corporation and Packerland Brokerage Services. Breeden has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Packerland Brokerage Services, Inc is a financial advisory company operating out of Green Bay, WI. It has offices in 133 locations and a total of 273 financial advisors. It oversees $930 million in assets under management across its 7,065 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises four charitable organizations. Of its 7,065 client accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company has 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. Fees charged by financial advisors are based on which services are provided. However, fee types charged by Packerland Brokerage Services, Inc likely include 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
Lucas Breeden Work History
Lucas has been registered as a financial advisor for 0 years.*
Packerland Brokerage Services
Guardian Life Insuranc Co
Breeden Insurance
Parkland Securities LLC
Sigma Planning Corporation
Park Avenue Securities LLC
*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 Lucas Breeden 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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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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