Timothy
Obermueller

Packerland Brokerage Services, Inc

CRD#6695517
Investment Advisor
in Appleton, WI

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About this Advisor

Timothy Obermueller is a financial advisor based in Appleton, Wisconsin, working with Packerland Brokerage Services, Inc. Timothy has previously held positions at Edward Jones, Fox Structures, Inc, Ariens Company, and Obermueller Farming. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Florida, Michigan, Minnesota, Texas, and Wisconsin. Currently, Timothy is part of Packerland Brokerage Services, Inc, which operates out of Appleton, 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

N4006 County Rd E Suite 2A
Appleton, WI 54913

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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

Timothy Obermueller Work History

2004 - Present (20 years)

Obermueller Farming

2016 - 2018 (2 years)

Edward Jones

2015 - 2016 (1 year)

Fox Structures, Inc

2011 - 2015 (4 years)

Ariens Company

Disclosures

Please visit the SEC profile of Timothy Obermueller 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
Matthew Garot
Green Bay, WI
Jerry Bien
Irvine, CA
Mick Scheuer
Kewaunee, WI
Kyle Kurscheidt
Kiel, WI
Quinton Cretton Presnell
Green Bay, WI
Jonathon Venhuizen
Waupun, WI
Dana Sobleskey
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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