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Steven K

Series 63, Series 65

Roseville, CA

Packerland Brokerage Services, Inc.

Steven Kimes is a financial advisor at Packerland Brokerage Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Packerland since 2018. Prior to that, he was with Foresters Equity Services and Iof Foresters beginning in 2003. Kimes also owns a small insurance-related business operating under Kimes Financial of Roseville and Kimes Financial Services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through a range of financial planning and advisory programs. The firm offers both discretionary and non-discretionary account management, utilizing firm-managed portfolios, wrap programs, and third-party co-advisory arrangements on the Hilltop/Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Aaron K

Series 66

Olney, IL

Packerland Brokerage Services, Inc.

Aaron Kapper is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2020. Outside of his advisory role, Kapper is involved in managing an accounting firm, Kapper & Company, where he handles tax returns, bookkeeping, and IT, and he also oversees a staffing firm, Job Works, Inc. 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 solutions through a variety of platforms, including firm-managed portfolios and third-party arrangements, with a focus on individualized planning and routine client reviews.

Retirement income strategy Options & derivatives strategies Wealth management
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Laurence S

ChFC®, Series 63, Series 65

Morris Plains, NJ

Packerland Brokerage Services, Inc.

Laurence Sobin is a financial advisor with Packerland Brokerage Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 17 years with Packerland. Sobin also operates Sobin Financial Group as a financial consultant, focusing on life, health, long-term care, disability insurance, fixed and indexed annuities, and Medicare supplements. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment solutions, including third-party money managers and advisory programs on the Hilltop-environment platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Joel F

Series 63, Series 66

Hudson, WI

Packerland Brokerage Services, Inc.

Joel Feldkamp is a financial advisor at Packerland Brokerage Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Packerland Brokerage Services since 2010. Outside of his advisory role, he is involved in insurance sales through Feldkamp Financial Services & Insurance, focusing on life, health, fixed and indexed annuities, long-term care, disability, and property and casualty insurance. Packerland Brokerage Services 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 various account management options, including discretionary and non-discretionary approaches, and manages over $900 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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Carson B

Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Carson Bresser is a financial advisor at Packerland Brokerage Services, Inc. based in Green Bay, WI. He holds a Series 66 designation and has been with Packerland since 2025. Prior to his advisory role, his work experience includes positions at CaddieMaster and the University of Wisconsin-Whitewater. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of advisory services and utilizes a variety of investment platforms, combining direct management with third-party money managers.

Retirement income strategy Options & derivatives strategies Wealth management
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Doris C

Series 63, Series 65

Rosemead, CA

Packerland Brokerage Services, Inc.

Doris Chen is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Packerland since 2018 and previously at Foresters Equity Services, Inc. and First Street Advisors. Outside of her advisory work, Chen is involved with First Street Advisors in providing insurance services, including life, health, long-term care, disability, annuities, and group employee benefits. 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 discretionary and non-discretionary account management through various platforms, including Hilltop/Envestnet, and combines brokerage and advisory services under a dual registration.

Retirement income strategy Options & derivatives strategies Wealth management
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Johnnie B

Series 66

Holly Springs, GA

Packerland Brokerage Services, Inc.

Johnnie Brooks III is a financial advisor with Packerland Brokerage Services, Inc. in Holly Springs, GA. He holds a Series 66 designation and has 15 years of industry experience, including prior roles at Country Financial and JP Morgan securities and banking divisions. Brooks is also a member of Foundation Financial, LLC, where he is involved in property and casualty, life insurance, and annuity sales. Packerland Brokerage Services serves individual and institutional clients through a network of 176 advisors and manages $1.358 billion in assets. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers via a range of advisory programs.

Retirement income strategy Options & derivatives strategies Wealth management
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Benjamin M

Series 66

Garden Grove, CA

Packerland Brokerage Services, Inc.

Benjamin Morgan is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Packerland in 2022, he worked at The O.N. Equity Sales Company and Ohio National. Morgan also owns Merlin Financial Services, which provides online training courses for financial professionals covering business skills and communication. 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 solutions, including firm-managed portfolios, third-party co-advisory arrangements, and automated rebalancing tools, managing approximately $909 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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Natalie B

Series 63, Series 65

Green Bay, WI

Packerland Brokerage Services, Inc.

Natalie Boyd is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked with National Life Group, Equity Services, Inc., and Bankers Life Securities Inc. Outside of her advisory role, Boyd is the owner of an independent insurance agency specializing in Medicare and group health plans, and she is involved with the Mosinee Chamber of Commerce, the Cinderella Leadership Foundation, and serves as an ambassador for the USOA Ms. Wisconsin pageant. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers comprehensive financial planning, portfolio management, and retirement-plan consulting. The firm provides both direct and third-party managed investment solutions utilizing the Hilltop/Hilltop-cleared Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Jacob F

Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Jacob Fuhrman is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked in both advisory and tax preparation roles, including operating Fuhrman Tax Service Ltd. Outside of finance, he is involved as a musician and videographer with the Ludington Guard Band and serves as an election poll worker for the City of Menomonie. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms. The firm combines individualized financial planning with discretionary or non-discretionary account management and provides multiple investment implementation options, including separately managed accounts and unified managed accounts.

Retirement income strategy Options & derivatives strategies Wealth management
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Matthew S

Series 63, Series 65

Green Bay, WI

Packerland Brokerage Services, Inc.

Matthew Streckenbach is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Packerland Brokerage Services since 2016 and previously was involved with Shipwrecked from 2007 to 2022. Outside of his advisory role, he manages an online resale business on platforms such as Facebook and eBay. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and manages over $1.3 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both in-house and third-party managers via the Hilltop-cleared Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Charles C

Series 63

North Billerica, MA

Packerland Brokerage Services, Inc.

Charles Carella is a financial advisor at Packerland Brokerage Services, Inc. with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Carella operates a CPA firm specializing in tax preparation and accounting. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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Andrew K

Series 63, Series 66

Olney, IL

Packerland Brokerage Services, Inc.

Andrew Kapper is a financial advisor with Packerland Brokerage Services, Inc. in Olney, Illinois. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Kapper has been associated with KAPPER & Co Ltd and Packerland Brokerage Services Inc since 2012. Outside of his advisory work, he is the owner of a temporary staffing agency and serves as president of Southeastern IL Youth Golf, a nonprofit promoting youth golf and personal growth. 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, utilizing both direct management and third-party money managers through a comprehensive investment platform.

Retirement income strategy Options & derivatives strategies Wealth management
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David V

Series 63, Series 65

Green Bay, WI

Packerland Brokerage Services, Inc.

David Vanoss is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Packerland Brokerage Services since 1996 and operates Van Oss Financial concurrently. Outside of advisory work, Vanoss is involved in insurance sales and real estate sales through Coldwell Banker. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms. The firm offers both discretionary and non-discretionary account management, routinely conducts client reviews, and combines brokerage and advisory services as a dually registered investment adviser and broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Eric B

Series 63, Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Eric Brinen is a financial advisor at Packerland Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Packerland since 2014. In addition to his advisory role, he is an insurance agent at Brinen & Associates, where he has been involved in insurance sales since 2008. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through a variety of platforms, including firm-managed portfolios and third-party co-advisory arrangements. The firm is dually registered as an SEC investment adviser and a FINRA broker-dealer, managing over $900 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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Jolanta G

Series 63, Series 65

Green Bay, WI

Packerland Brokerage Services, Inc.

Jolanta Godwod is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She previously worked at Stifel Nicolaus & Co., Inc. for 12 years before joining Packerland in 2018. Outside of her advisory role, she serves as trustee for the Green Saulnier Family Irrevocable Trust, overseeing non-investment related rent collection activities. 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, utilizing firm-managed portfolios, third-party co-advisory relationships, and fee-based programs on the Hilltop/Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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