Caden
Hofacker

Packerland Brokerage Services, Inc

CRD#7477769
Investment Advisor
in Appleton, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Caden Hofacker is a financial advisor based out of Appleton, Wisconsin. Hofacker is on the advisory team at Packerland Brokerage Services, Inc. Their career trajectory has included roles at Jdc Poured Walls, Freedom Middle School, Freedom High School, Hofacker'S Hillside Orchard, Uw Madison, Minnesota State University - Mankato, Uw - Madison and Packerland Brokerge Services. Hofacker has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Wisconsin. Packerland Brokerage Services, Inc is a financial advisory business that has its headquarters in Green Bay, WI. It has offices in 133 locations and a total of 273 employees. It controls $930 million in assets under management across its 7,065 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 7,065 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees depend on which services are provided. Fees charged by Packerland Brokerage Services, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

N4006 County Rd E Suite 2A
Appleton, WI 54913

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Packerland Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$929,959,984

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

273

WI Average: 43
Total Number of Accounts

7,065

WI Average: 1,898
Average Account Size

$131,629

WI 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

Caden Hofacker Work History

Caden has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Packerland Brokerge Services

2021 - Present (3 years)

Uw - Madison

2020 - Present (4 years)

Jdc Poured Walls

2020 - 2020 (< 1 year)

Minnesota State University - Mankato

2018 - 2019 (1 year)

Uw Madison

2014 - 2018 (4 years)

Freedom High School

2012 - 2017 (5 years)

Hofacker'S Hillside Orchard

2011 - 2014 (3 years)

Freedom Middle School

*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 Caden Hofacker 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

Shiow-Yun Wu
Green Bay, WI
Oscar Vallera
Green Bay, WI
Matthew Garot
Green Bay, WI
Dana Sobleskey
Green Bay, WI
Jason Rockman
Green Bay, WI
William Harrington
Green Bay, WI
Danny Albertson
Shakopee, MN
Adam Laffey
Des Moines, IA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started