Matthew
Garot

Packerland Brokerage Services, Inc

CRD#4995636
Investment Advisor
in Green Bay, WI

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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

Series 63, Series 65

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

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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

Matthew Garot Work History

2021 - Present (3 years)

Packerland Brokerage Services

2021 - 2021 (< 1 year)

Southland Equity Partners, LLC

2016 - 2021 (5 years)

Associated Investment Services, Inc

2015 - 2016 (1 year)

Associated Bank, N.A

2014 - 2014 (< 1 year)

New Landscape & Lawn Care

2014 - 2015 (1 year)

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

Quinton Cretton Presnell
Green Bay, WI
Mick Scheuer
Kewaunee, WI
James Ison
Wausau, WI
Matthew Garot
Green Bay, WI
Kyle Kurscheidt
Kiel, WI
Jerry Bien
Irvine, CA
Shiow-Yun Wu
Green Bay, WI
Johnnie Brooks
Canton, GA

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.

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