Matthew
Garot
Packerland Brokerage Services, Inc
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About this Advisor
Matthew Garot is a financial advisor based in Green Bay, Wisconsin, working with Packerland Brokerage Services, Inc. Matthew has previously held positions at New Landscape & Lawn Care, Associated Investment Services, Inc, Associated Bank, N.A, Southland Equity Partners, LLC, and Packerland Brokerage Services. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Matthew 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
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
Matthew Garot Work History
Packerland Brokerage Services
Southland Equity Partners, LLC
Associated Investment Services, Inc
Associated Bank, N.A
New Landscape & Lawn Care
Associated Investment Services, Inc
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
Irvine, CA
Wausau, WI
Kewaunee, WI
Green Bay, WI
Kiel, WI
Green Bay, WI
Waupun, WI
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