Daniel
Zeiger

Packerland Brokerage Services, Inc

CRD#4434418
Investment Advisor
in Green Bay, WI

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About this Advisor

Daniel Zeiger is a financial advisor operating out of Green Bay, Wisconsin, who has 10 years of financial industry experience. Zeiger works at Packerland Brokerage Services, Inc. Over the course of their career, Zeiger has held roles at Foresters Equity Services, Inc and Packerland Brokerage Services. Zeiger holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to advise clients in Michigan. Packerland Brokerage Services, Inc is a financial advisory firm that has its headquarters in Green Bay, Wisconsin. The investment advisory business has offices in 115 locations and a total of 151 people on staff. It oversees $496 million in total assets among its 3,548 accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 3,548 client accounts, just 4% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business performs 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. Fees for financial management typically depend on the services provided. Fees billed by Packerland Brokerage Services, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

Disclosures

No

Office Location

432 Security Blvd. Ste. 101
Green Bay, WI 54313

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Packerland Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$496,170,319

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

151

WI Average: 43
Total Number of Accounts

3,548

WI Average: 1,898
Average Account Size

$139,845

WI Average: $1,489,234

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Zeiger Work History

Daniel has 10 years of experience.

2018 - Present (3 years)

Packerland Brokerage Services

2010 - 2018 (8 years)

Foresters Equity Services, Inc

Disclosures

Daniel Zeiger has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Packerland Brokerage Services, Inc

Steven Fleck
Akron, OH
Todd Kockelman
Green Bay, WI
Stuart Henderson
Cleveland, WI
Kevin Reed
Ft Wayne, IN
Aaron Kapper
Olney, IL
Corey Lashells
Tacoma, WA
Elizabeth Scott
Green Bay, WI
James Ison
Wausau, WI

This content was compiled from the SEC and FINRA.

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