Jeffrey
Mulhern
Packerland Brokerage Services, Inc
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About this Advisor
Jeffrey Mulhern is a financial advisor operating out of Wausau, Wisconsin who has 3 years of industry experience. Mulhern is an employee of Packerland Brokerage Services, Inc. Mulhern has gained experience at Sii Investments, Inc, Lpl Financial LLC and Packerland Brokerage Services. Mulhern has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Arizona, California, Georgia and Wisconsin. Packerland Brokerage Services, Inc is a registered investment firm that has its headquarters in Green Bay, WI. It has offices in 133 locations and a total of 273 employees. It oversees $930 million in assets among its 7,065 accounts, placing it among the bigger firms in the country by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 7,065 customer accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees vary depending on which services the firm provides the client. However, fees charged by Packerland Brokerage Services, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Packerland Brokerage Services, Inc Brokerage Details
$929,959,984
273
7,065
$131,629
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Mulhern Work History
Jeffrey has been registered as a financial advisor for 3 years.*
Packerland Brokerage Services
Lpl Financial LLC
Sii Investments, Inc
*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 Jeffrey Mulhern 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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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.
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