Richard
Haffele
Packerland Brokerage Services, Inc
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About this Advisor
Richard Haffele is a chartered financial consultant based in Middleton, Wisconsin with 9 years of industry experience. Haffele is on the advisory team at Packerland Brokerage Services, Inc. Throughout their career, they have worked at Sunset Financial Services Inc, Kansas City Life, Financial Partners Of Wi. LLC and Packerland Brokerage Services. Haffele maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Florida, Texas and Wisconsin. Packerland Brokerage Services, Inc is a registered investment firm that has its headquarters in Green Bay, WI. The company has offices in 133 locations and a total of 273 financial advisors. It administers $930 million in total assets across its 7,065 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 7,065 customer accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in investable assets. Packerland Brokerage Services, Inc offers 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 typically vary depending on which services the firm provides the client. Fee types charged by Packerland Brokerage Services, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Richard Haffele Work History
Richard has been registered as a financial advisor for 9 years.*
Packerland Brokerage Services
Kansas City Life
Financial Partners Of Wi. LLC
Sunset Financial Services Inc
*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 Richard Haffele to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
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