Advisor at Packerland Brokerage Services, Inc.
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Location
Kingsley, IA 51028
Credentials
Series 66
Industry experience
21 years
Keith Bohle is a financial advisor with Packerland Brokerage Services, Inc. in Kingsley, Iowa. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role since 2011, he is co-owner of Bohle Farms and the Dynamix School of Dance, operating two dance studios. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a range of portfolio management options and manages over $900 million in client assets.
Based on Packerland Brokerage Services, Inc.
Based on Packerland Brokerage Services, Inc.
Financial planning fixed fees typically range from $500 to $10,000
Commissions are earned on securities transactions processed through Packerland's broker-dealer
Hourly rates for financial planning typically do not exceed $400/hour
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
115 W 2 Nd
Kingsley, IA 51028
Colorado · Iowa
Packerland Brokerage Services Inc
2011 - Present (15 years)
Bohle Farms
2006 - Present (20 years)
Dynamic Dance School
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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