Scott
Preece
Packerland Brokerage Services, Inc
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About this Advisor
Scott Preece is a financial advisor based in Green Bay, Wisconsin, working with Packerland Brokerage Services, Inc. Scott has previously held positions at Scott D. Preece, Foresters Equity Services, Inc, Foresters Equity Advisory, and Packerland Brokerage Services. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Utah. Currently, Scott 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
Scott Preece Work History
Packerland Brokerage Services
Scott D. Preece
Foresters Equity Services, Inc
Foresters Equity Advisory
Disclosures
Please visit the SEC profile of Scott Preece 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
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