Todd
Kockelman

Packerland Brokerage Services, Inc

CRD#2642238
Investment Advisor
in Green Bay, WI

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About this Advisor

Todd Kockelman is a financial advisor working out of Green Bay, Wisconsin with 9 years of industry experience. Kockelman works at Packerland Brokerage Services, Inc. They have spent their complete time as a financial advisor at Packerland Brokerage Services, Inc. Kockelman maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Minnesota. Packerland Brokerage Services, Inc is a financial advisory firm headquartered in Green Bay, WI. The firm has offices in 133 locations and a total of 273 employees. It controls $930 million in assets across its 7,065 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 7,065 customer accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Packerland Brokerage Services, Inc provides a broad range 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 management largely are based on the type of services provided. Fee types charged by Packerland Brokerage Services, Inc most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

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

$929,959,984

WI Average: $2,826,565,184
Total Number of Employees

273

WI Average: 43
Total Number of Accounts

7,065

WI Average: 1,898
Average Account Size

$131,629

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

Todd Kockelman Work History

Todd has been registered as a financial advisor for 9 years.*

2010 - Present (14 years)

Packerland Brokerage 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 Todd Kockelman 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

Shiow-Yun Wu
Green Bay, WI
Dana Sobleskey
Green Bay, WI
Jason Rockman
Green Bay, WI
William Harrington
Green Bay, WI
Matthew Garot
Green Bay, WI
Danny Albertson
Shakopee, MN
Oscar Vallera
Green Bay, WI
Adam Laffey
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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