Steven
Fleck

Packerland Brokerage Services, Inc

CRD#2777396
Investment Advisor
in Akron, OH

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About this Advisor

Steven Fleck is a financial advisor based in Akron, Ohio, working with Packerland Brokerage Services, Inc. Steven has previously held positions at Packerland Brokerage Services and Investment Network, Inc. Steven has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Steven is part of Packerland Brokerage Services, Inc, which operates out of Akron, Ohio. 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

484 South Miller Road Suite 102
Akron, OH 44333

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Packerland Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$854,243,663

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

290

OH Average: 43
Total Number of Accounts

4,831

OH Average: 1,898
Average Account Size

$176,825

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

Steven Fleck Work History

2014 - Present (10 years)

Packerland Brokerage Services

2010 - 2014 (4 years)

Investment Network, Inc

Disclosures

Please visit the SEC profile of Steven Fleck 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

Kyle Kurscheidt
Kiel, WI
Matthew Garot
Green Bay, WI
James Ison
Wausau, WI
Mick Scheuer
Kewaunee, WI
Quinton Cretton Presnell
Green Bay, WI
Jerry Bien
Irvine, CA
Danny Albertson
Winona, MN
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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