Robert
Balanoff
Packerland Brokerage Services, Inc
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About this Advisor
Robert Balanoff is a financial advisor working in Green Bay, Wisconsin with a total of 2 years of relevant experience. Balanoff currently works for Packerland Brokerage Services, Inc. Over the course of their career, Balanoff has held roles at Balanoff Tax Services, LLC, Trayvad, Allstate Insurance Co, Allstate Financial Services, LLC, Balanoff Enterprises LLC, Packerland Brokerage Services and Balanoff Insurance Agency, Inc. Balanoff has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in Arizona, Illinois, Indiana and Missouri. Packerland Brokerage Services, Inc is a company headquartered in Green Bay, WI. The firm has offices in 133 locations and a total of 273 financial advisors. It oversees $930 million in assets under management between its 7,065 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 7,065 accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in 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. A financial advisor's fee schedules are based on the services offered. Fees billed by Packerland Brokerage Services, Inc likely are comprised of some combination of 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
Robert Balanoff Work History
Robert has been registered as a financial advisor for 2 years.*
Balanoff Enterprises LLC
Packerland Brokerage Services
Balanoff Insurance Agency, Inc
Balanoff Tax Services, LLC
Allstate Insurance Co
Allstate Financial Services, LLC
Trayvad
*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 Robert Balanoff 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
Green Bay, WI
Green Bay, WI
Shakopee, MN
Des Moines, IA
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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