Patrick
Radachi

Packerland Brokerage Services, Inc

CRD#6167686
Investment Advisor
in Green Bay, WI

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About this Advisor

Patrick Radachi is a financial advisor based in Green Bay, Wisconsin, working with Packerland Brokerage Services, Inc. Patrick has previously held positions at Radachi & Company, Independent Financial Group, Spira Benefits, and Packerland Brokerage Services. Patrick has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Patrick 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

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

Patrick Radachi Work History

2022 - Present (2 years)

Packerland Brokerage Services

2012 - Present (12 years)

Spira Benefits

2005 - Present (19 years)

Radachi & Company

2013 - 2022 (9 years)

Independent Financial Group

Disclosures

Please visit the SEC profile of Patrick Radachi 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
Quinton Cretton Presnell
Green Bay, WI
Mick Scheuer
Kewaunee, WI
Kyle Kurscheidt
Kiel, WI
Matthew Garot
Green Bay, WI
Tim Smith
Rocklin, CA
Jason Rockman
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.

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