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Brian Eisbach

Advisor at Packerland Brokerage Services, Inc.

Updated today

Location

Greenfield, IA 50849

Credentials

Series 66

Industry experience

14 years

About

Brian Eisbach is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining Packerland in 2023, he worked at Brokers International Financial Services and Broker Dealer Financial Services Corp. Eisbach is involved in his community as a committee member of the Empowering Adair County Foundation, a high school athletics coach, and a board member of the Greenfield Community Development Corporation. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Client services

Based on Packerland Brokerage Services, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Packerland Brokerage Services, Inc.

Retirement income strategy Options & derivatives strategies Wealth management

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Fee options

Fixed

Financial planning fixed fees typically range from $500 to $10,000

Commissions

Commissions are earned on securities transactions processed through Packerland's broker-dealer

Project-based

Hourly rates for financial planning typically do not exceed $400/hour

Other

Minimum fee: Financial Planning fees typically range from $500 to $10,000 depending on complexity and arrangement Fee-only: Financial Planning fees charged on fixed fee basis ($500 to $10,000), hourly basis (up to $400/hour), or as a percentage of assets under management, negotiated per client

Location

214 South 1st Street

Greenfield, IA 50849

Most active in

Iowa

Work history

Packerland Brokerage Services

2023 - Present (3 years)

Brokers International Financial Services

2019 - 2023 (4 years)

Union State Bank

2018 - Present (8 years)

Broker Dealer Financial Services Corp.

2011 - 2018 (7 years)

FIRST NATIONAL BANK

2010 - 2018 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John D

Series 66

Fontanelle, IA

LPL Financial

John Delaney is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cetera and Voya Financial Advisors, and he operates JD Financial Services & Investment Management, LLC. Outside of advisory work, he is also an independent insurance agent specializing in non-variable insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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James S

Series 63, Series 65

Greenfield, IA

OSAIC

James Shindelar is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 28 years. Outside of advising, he owns a general insurance business, operates a farming sole proprietorship, and works as a tax preparer. OSAIC is a large investment adviser and broker-dealer serving individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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