Matthew
Garot
Packerland Brokerage Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Garot is a financial advisor working in Green Bay, Wisconsin with 2 years of industry experience. Garot is an employee of Packerland Brokerage Services, Inc. During their career, Garot has held roles at Ameriprise Home & Auto, Transamerica Financial Advisors, Inc, Ameriprise, New Landscape & Lawn Care, Associated Investment Services, Inc, Associated Bank, N.A, Southland Equity Partners, LLC and Packerland Brokerage Services. Garot maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in 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 financial advisors. It manages $930 million in assets under management between its 7,065 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 7,065 customer accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has 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 advisory services vary depending on which services the firm provides the client. Fees billed by Packerland Brokerage Services, Inc may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Matthew Garot Work History
Matthew has been registered as a financial advisor for 2 years.*
Packerland Brokerage Services
Southland Equity Partners, LLC
Associated Investment Services, Inc
Associated Bank, N.A
New Landscape & Lawn Care
Associated Investment Services, Inc
Ameriprise Home & Auto
Transamerica Financial Advisors, Inc
Ameriprise
*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 Matthew Garot 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
Green Bay, WI
Green Bay, WI
Green Bay, WI
Green Bay, WI
Shakopee, MN
Green Bay, WI
Green Bay, WI
Kiel, WI
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.
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.
