Charles
Ouimette

Packerland Brokerage Services, Inc

CRD#2170929
Investment Advisor
in Wausau, WI

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About this Advisor

Charles Ouimette is a financial advisor based in Wausau, Wisconsin, working with Packerland Brokerage Services, Inc. Charles has previously held positions at Minnesota Life Insurance Company, Minocqua Fire Department, Wisconsin Benefit Planning Inc, and Packerland Brokerage Services, Inc. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota, Montana, Utah, Virginia, and Wisconsin. Currently, Charles is part of Packerland Brokerage Services, Inc, which operates out of Wausau, Wisconsin. 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 63, Series 65

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

227501 Rib Mountain Dr
Wausau, WI 54401

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Packerland Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$854,243,663

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

290

WI Average: 43
Total Number of Accounts

4,831

WI Average: 1,898
Average Account Size

$176,825

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

Charles Ouimette Work History

2006 - Present (18 years)

Packerland Brokerage Services, Inc

1992 - Present (32 years)

Minnesota Life Insurance Company

1989 - Present (35 years)

Wisconsin Benefit Planning Inc

1980 - Present (44 years)

Minocqua Fire Department

Disclosures

Please visit the SEC profile of Charles Ouimette 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

Mick Scheuer
Kewaunee, WI
Quinton Cretton Presnell
Green Bay, WI
Kyle Kurscheidt
Kiel, WI
James Ison
Wausau, WI
Matthew Garot
Green Bay, WI
Jerry Bien
Irvine, CA
Benjamin Morgan
Garden Grove, CA
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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