Norman
Moore

Packerland Brokerage Services, Inc

CRD#4649777
Investment Advisor
in Columbus, OH

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About this Advisor

Norman Moore is a financial advisor operating in Columbus, Ohio who has 13 years of relevant experience. Moore is currently employed by Packerland Brokerage Services, Inc. They have worked at Packerland Brokerage Services, Inc for their whole career. Moore maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Indiana and Ohio. Packerland Brokerage Services, Inc is a business that has its headquarters in Green Bay, WI. It has offices in 133 locations and a total of 273 advisors. It controls $930 million in assets between its 7,065 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm advises four charitable organizations. Of its 7,065 accounts, just 4% are held by high-net-worth investors who have more than $1 million in investable assets. Packerland Brokerage Services, Inc offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which services are provided. However, fees charged by Packerland Brokerage Services, Inc can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

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

Columbus, OH

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Packerland Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$929,959,984

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

273

OH Average: 43
Total Number of Accounts

7,065

OH Average: 1,898
Average Account Size

$131,629

OH 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

Norman Moore Work History

Norman has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Packerland Brokerage Services Inc

*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 Norman Moore 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

Dana Sobleskey
Green Bay, WI
William Harrington
Green Bay, WI
Jason Rockman
Green Bay, WI
Matthew Garot
Green Bay, WI
Danny Albertson
Shakopee, MN
Oscar Vallera
Green Bay, WI
Shiow-Yun Wu
Green Bay, WI
Scott Ryan
Hebron, OH

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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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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