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Micah S

Series 63, Series 65

Reedsburg, WI

Packerland Brokerage Services, Inc.

Micah Snyder is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Wealth & Financial, LLC, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as vice president of the Wisconsin Weigh In Club, promoting wrestling and supporting training activities, and is involved in youth sports and community fundraising as president of the Sauk Prairie Sports Boosters and a director with Sauk Prairie Rebels Baseball, Inc. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management, utilizing tools such as separately managed accounts and automated rebalancing, while maintaining due diligence and monitoring of third-party managers.

Retirement income strategy Options & derivatives strategies Wealth management
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Herbert A

Series 63, Series 66

Rockford, IL

Packerland Brokerage Services, Inc.

Herbert Allen III is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Harbour Investments, Summit Financial Group, and Main Street Financial. Outside of his advisory work, he serves as the Illinois Director of Youth Education for the Illinois Sons of the American Revolution, supporting youth education in U.S. constitutional and colonial history. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors through a combination of financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with access to firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Lenny L

Series 63, Series 65

Surprise, AZ

Packerland Brokerage Services, Inc.

Lenny Letcher is a financial advisor with Packerland Brokerage Services, Inc. in Surprise, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Avantax Advisory Services and Linda Field and Associates, alongside ownership of multiple tax preparation and accounting businesses. Outside of financial advising, he serves as president of a nonprofit organization and is a member of the board of a child development center. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed account options and third-party relationships, managing over $900 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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Kevin R

Series 63, Series 65

Fort Wayne, IN

Packerland Brokerage Services, Inc.

Kevin Reed is a financial advisor with Packerland Brokerage Services, Inc. in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Packerland Brokerage Services since 2016. In addition to his advisory role, he is involved in insurance sales, including life, annuities, and long-term care products. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, managing approximately $1.358 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Harry J

Series 63, Series 65

Peoria, IL

Packerland Brokerage Services, Inc.

Harry Johnson is a financial advisor with Packerland Brokerage Services, Inc. and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, having worked at several firms including CreativeOne Securities, Brokers International Financial Services, and ProEquities, Inc. In addition to his advisory role, he owns Johnson Financial, which offers fixed and life insurance products. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors and manages $1.358 billion in assets. The firm provides financial planning, portfolio management, and retirement-plan consulting, utilizing a variety of investment programs and third-party money managers on the Hilltop/Hilltop-cleared Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Michael W

ChFC®, Series 63, Series 65

Greenville, SC

Packerland Brokerage Services, Inc.

Michael Wade is a ChFC® credentialed financial advisor with 39 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2018 and previously spent seven years at Foresters Equity Services, Inc. Wade also owns and operates Wade Financial, Inc., providing insurance planning services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, third-party co-advisory and solicitor arrangements, and fee-based programs on the Hilltop/Envestnet platform. The firm offers both discretionary and non-discretionary account management with routine client reviews and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Bryce S

Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Bryce Schneider is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He holds the Series 66 designation and joined the industry in 2025. Prior to his current role, he has held positions at Wipfli and the University of Wisconsin - Milwaukee. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through various advisory programs using the Hilltop-environment platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Jan L

CFP®, CFA®, Series 63, Series 65

Annapolis, MD

Packerland Brokerage Services, Inc.

Jan Lee is a financial advisor with Packerland Brokerage Services, Inc., holding CFP® and CFA® designations and with 29 years of industry experience. Prior to joining Packerland in 2024, Lee worked at Spire Investment Partners and has been affiliated with Baycraft Asset Management since 2002. Lee also operates Baycraft Asset Management, providing tax, financial planning, consulting, and insurance services separate from investment management. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a multi-manager platform and offers both discretionary and non-discretionary account management.

Retirement income strategy Options & derivatives strategies Wealth management
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Del M

Series 66

Oneida, WI

Packerland Brokerage Services, Inc.

Del Martin is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2021. Prior to that, he spent six years at Associated Investment Services, Inc. Outside of his advisory role, he has been involved with La Vie Bohème since 2010. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary and non-discretionary account management, offering various investment vehicles and maintaining dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Michael G

CFP®, Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Michael Gu is a CFP® and Series 66-licensed advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. He has held various roles within the financial services industry since 2021, including positions at Cambridge Financial Group, NYLIFE Securities LLC, and Eagle Strategies LLC. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm provides a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct and third-party investment solutions through the Hilltop/Hilltop-cleared Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Joseph H

CFP®, ChFC®, Series 66

Newport Beach, CA

Packerland Brokerage Services, Inc.

Joseph Hong is a financial advisor with Packerland Brokerage Services, Inc. He holds the CFP® and ChFC® designations and has 23 years of industry experience. Prior to joining Packerland in 2024, he worked at Ameritas Investment Company, Ameritas Life Insurance Corp, EMP Financial Network, and Prudential for several years. He is also associated with EMP Financial Network as an insurance broker. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement consulting. The firm utilizes a multi-manager platform approach with discretionary and non-discretionary account options, combining direct management and third-party money managers to deliver varied investment solutions.

Retirement income strategy Options & derivatives strategies Wealth management
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Lisa B

Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Lisa Brassington is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI. She holds a Series 66 designation and has five years of industry experience. In addition to her advisory role, she operates Macro Financial, LLC, which involves the sale of whole life and disability insurance, and she plans to begin working as a medical specimen courier for Options Lab, Inc. in 2024. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 177 advisors. The firm offers financial planning, portfolio management, and retirement-plan consulting, delivering investment solutions both directly and via third-party managers using the Hilltop/Hilltop-cleared Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Jeffery S

Series 63, Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Jeffery Steely is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Apex Wealth Advisors LLC. He serves on the board of the Milwaukee Armed Services Committee, supporting Armed Forces Week activities. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing platforms such as Envestnet to provide both discretionary and non-discretionary investment solutions.

Retirement income strategy Options & derivatives strategies Wealth management
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Timothy F

Series 63, Series 65

Green Bay, WI

Packerland Brokerage Services, Inc.

Timothy Frey is a financial advisor at Packerland Brokerage Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Sagepoint Financial. Outside of his advisory role, he is a children’s book author and serves on the board of the Lakeland Family Resource Center, which provides family support services in Washburn County. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of managed portfolios and third-party arrangements, combining individualized planning with discretionary or non-discretionary account management.

Retirement income strategy Options & derivatives strategies Wealth management
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Mick S

Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Mick Scheuer is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 designation and six years of industry experience. He has been with Packerland Brokerage Services and Scheuer Insurance & Financial Services since 2015. Outside of advisory work, he operates as an independent insurance agent focusing primarily on health insurance, including ACA and Medicare sales, along with disability and life insurance products. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms and combines brokerage and advisory services as a dually registered SEC investment adviser and FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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James G

Series 63

Kiel, WI

Packerland Brokerage Services, Inc.

James Gresens is a financial advisor with Packerland Brokerage Services, Inc. in Kiel, WI, holding a Series 63 designation and 29 years of industry experience. He has been with Packerland Brokerage Services since 2004. Outside of his financial advisory role, he serves as the treasurer for the Lakeshore Estates East Pond Owner Association, a non-compensated position involving financial record-keeping and dues collection. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory programs through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management and routinely monitors third-party managers, providing both brokerage and advisory services through dual SEC and FINRA registration.

Retirement income strategy Options & derivatives strategies Wealth management
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Mark S

Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Mark Swenson is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Packerland since 2015. Outside of his advisory role, Swenson owns and operates a retail liquor store in Winona, MN. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through firm-managed portfolios, wrap programs, third-party co-advisory and solicitor arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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James I

CFP®, Series 63, Series 65

Wausau, WI

Packerland Brokerage Services, Inc.

James Ison is a CFP® professional with 22 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2014. His prior experience includes roles at Calton & Associates, Hermening Advisory Services, First Allied Advisory Services, Midwest Professional Planners, and Equitable Advisors. Outside of his advisory work, he owns and manages businesses related to wildlife management, agriculture, beekeeping, and provides tax preparation and accounting services. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting through a network of 178 advisors, utilizing both direct and third-party investment solutions on the Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Pamela E

CFP®, Series 63, Series 65

Green Bay, WI

Packerland Brokerage Services, Inc.

Pamela Eggers is a CFP® professional with 23 years of experience in the financial industry, currently serving at Packerland Brokerage Services, Inc. since 2008. She holds Series 63 and Series 65 licenses and is based in Pulaski, Wisconsin. In addition to her advisory role, she is involved in insurance sales, focusing on life, health, disability, long-term care, funeral trusts, and fixed and indexed annuities. Packerland Brokerage Services, Inc. serves individuals, including high-net-worth clients, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary or non-discretionary account management and utilizes a range of investment vehicles and platforms, including Hilltop/Envestnet, while maintaining dual SEC investment adviser and FINRA broker-dealer registrations.

Retirement income strategy Options & derivatives strategies Wealth management
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William H

CFP®, Series 63

Appleton, WI

Packerland Brokerage Services, Inc.

William Harrington is a CFP®-certified financial advisor with 35 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2019 and was previously with Nepsis Advisory Services, Inc. for six years. Harrington is also involved in insurance sales, including fixed and equity-indexed annuities and asset-based long-term care products. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers using a variety of investment platforms and account structures.

Retirement income strategy Options & derivatives strategies Wealth management
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