Charles
Ouimette
Packerland Brokerage Services, Inc
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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
Services Offered
Fee Structure
Office Location
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Packerland Brokerage Services, Inc Brokerage Details
$854,243,663
290
4,831
$176,825
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
Packerland Brokerage Services, Inc
Minnesota Life Insurance Company
Wisconsin Benefit Planning Inc
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.
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