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Theresa J Manderski

Advisor at Packerland Brokerage Services, Inc. — Big Spring, TX

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Big Spring, TX

Packerland Brokerage Services, Inc. logo

Packerland Brokerage Services, Inc.

Multi-team

Total advisors

178

Across 93 offices

Clients per advisor

27 Very Low

Avg AUM per client

$277,427 Very Low

HNW client ratio

23% Typical

About

Theresa Manderski is a financial advisor at Packerland Brokerage Services, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Davenport & Company LLC for ten years. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access, offering both discretionary and non-discretionary account management through various platforms including Hilltop/Envestnet. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

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

See office

Big Spring, TX

Big Spring TX

Advisors at this office

1

Most active in

Texas · Wisconsin

Work history

27 years of industry experience

Packerland Brokerage Services

2025 - Present • 1 year

Greenbay, WI

Pathway Academy

2025 - 2025 • 1 year

Big Spring, TX

Big Spring Independent School District

2024 - 2025 • 1 year

Big Spring, TX

Compliance Exchange Group - CXG

2024 - 2024 • 1 year

Hauppauge, NY

Davenport & Company LLC

2014 - 2024 • 10 years

Richmond, VA

BB&T Investment Services, Inc.

2013 - 2014 • 1 year

Bb&T Securities, Llc

2013 - 2014 • 1 year

Richmond, VA

Scott & Stringfellow, Llc

2008 - 2013 • 5 years

Richmond, VA

Davenport & Company LLC

2005 - 2008 • 3 years

Richmond, VA

Wells Fargo Clearing

2003 - 2005 • 2 years

Glen Allen, VA

Ryan Beck & Co.

2002 - 2003 • 1 year

Livingston, NJ

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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Matthew T

Series 66

Big Spring, TX

LPL Enterprise

Matthew Tompkins is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining LPL Enterprise, he was affiliated with Pruco Securities LLC and has experience working outside the financial industry, including roles in education and retail. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and corporate entities, with a model-driven investment approach that incorporates portfolios developed by LPL’s Research Department and third-party strategists.

Tax-loss harvesting

Jimmy N

Series 63, Series 66

Big Spring, TX

Edward Jones

Jimmy Newsom is a financial advisor with Edward Jones in Big Spring, TX, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has been with Edward Jones since 1996. Outside of advisory work, he is involved as a limited partner in farm subsidy-related ventures and land investment partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 financial advisors nationwide and reported approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Troy T

Series 63, Series 65

Big Spring, TX

LPL Enterprise

Troy Tompkins is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Tompkins serves as a local elected official on the Big Spring, TX City Council and acts as the membership chair for the Greater Big Spring Rotary Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Tax-loss harvesting

Jeremy H

Series 66

Big Spring, TX

Edward Jones

Jeremy Hallmark is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Hardin-Simmons University. Outside of his advisory role, he works seasonally installing Christmas lights for his family’s business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Garrett G

Series 66

Big Spring, TX

Raymond James Financial

Garrett Gunn is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves on the advisory board for Coahoma Independent School District and is involved as an officer and board member with the nonprofit Kort's Corner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized retirement plan consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Eddie E

Series 63, Series 66

Big Spring, TX

Edward Jones

Eddie Everett Jr. is a financial advisor with Edward Jones in Big Spring, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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