Joseph
Hong

Packerland Brokerage Services, Inc

CRD#4654117
Investment Advisor
in Green Bay, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Hong is a financial advisor based in Green Bay, Wisconsin, working with Packerland Brokerage Services, Inc. Joseph has previously held positions at Axa Advisors, LLC, The Prudential Insurance Company Of America, Pruco Securities, LLC, Emp Financial Network, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Ameritas Life Insurance Corp, and Packerland Brokerage Services. Joseph has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Joseph is part of Packerland Brokerage Services, Inc, which operates out of Green Bay, 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 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

432 Security Blvd.
Green Bay, WI 54313

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

$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

Joseph Hong Work History

2024 - Present (0 year)

Packerland Brokerage Services

2023 - Present (1 year)

Emp Financial Network

2023 - Present (1 year)

Ameritas Investment Company, LLC

2023 - Present (1 year)

Ameritas Advisory Services, LLC

2023 - Present (1 year)

Ameritas Life Insurance Corp

2022 - 2023 (1 year)

Pruco Securities, LLC

2022 - 2023 (1 year)

The Prudential Insurance Company Of America

2019 - 2022 (3 years)

The Prudential Insurance Company Of America

2019 - 2022 (3 years)

Pruco Securities, LLC

2003 - 2019 (16 years)

Axa Advisors, LLC

Disclosures

Please visit the SEC profile of Joseph Hong 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

James Ison
Wausau, WI
Jerry Bien
Irvine, CA
Matthew Garot
Green Bay, WI
Quinton Cretton Presnell
Green Bay, WI
Mick Scheuer
Kewaunee, WI
Kyle Kurscheidt
Kiel, WI
Yannshyr Puu
Green Bay, WI
William Harrington
Green Bay, WI

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.

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