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Brett R

CFP®, Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Brett Reiss is a CFP® professional with 26 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2005. He holds the Series 66 designation and is based in Green Bay, WI. Outside of his advisory role, he serves on the finance committee of Resurrection Catholic Parish, where he assists with budgeting and committee coordination. 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, combining individualized financial planning with routine client reviews and due diligence on third-party managers.

Retirement income strategy Options & derivatives strategies Wealth management
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Caden H

Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Caden Hofacker is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience. He holds the Series 66 designation and has prior work experience at the University of Wisconsin–Madison and JDC Poured Walls. Outside of his advisory role, Hofacker is involved in a tax and accounting business and provides Medicare Advantage and Supplement insurance services. 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 solutions, combining individualized planning with discretionary and non-discretionary account management, and manages over $900 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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Jerrold G

CFP®, Series 63, Series 65

Green Bay, WI

Packerland Brokerage Services, Inc.

Jerrold Ganz is a CFP®-credentialed financial advisor with 38 years of industry experience. He has been with Packerland Brokerage Services, Inc. since 2003. Outside of his advisory role, Ganz owns a tax preparation business and serves as vice chairman, transitioning to chairman, of Pilgrim Lutheran Church. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through a variety of firm-managed and third-party platforms. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and providing both brokerage and advisory implementation options.

Retirement income strategy Options & derivatives strategies Wealth management
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Richard H

ChFC®, Series 63, Series 65

Green Bay, WI

Packerland Brokerage Services, Inc.

Richard Haffele is a financial advisor with Packerland Brokerage Services, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Packerland Brokerage Services since 2014 and concurrently serves as president of Financial Partners of WI, LLC, where he is involved in insurance sales and investment activities. 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 combines individualized financial planning with discretionary or non-discretionary account management and offers various investment management tools, operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Zachary K

Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Zachary Kelly is a financial advisor with Packerland Brokerage Services, Inc. in Appleton, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Packerland Brokerage Services since 2006. Outside of his advisory role, he owns and operates Daffodil Designs, LLC, a business selling handmade woodworking and metalworking projects and furniture online, and holds a board position with My Talent Planner LLC. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and access to advisory programs. The firm offers both discretionary and non-discretionary account management with a variety of investment options and is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Paul P

CFP®, ChFC®, Series 63, Series 65

Green Bay, WI

Packerland Brokerage Services, Inc.

Paul Pretti is a CFP® and ChFC® with 18 years of industry experience. He has been with Packerland Brokerage Services, Inc. since 2012. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, fixed and indexed annuities, and also provides tax preparation services through Badger State Financial Services. 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 or non-discretionary account management and offers a variety of investment solutions through multiple platforms, including Hilltop/Envestnet.

Retirement income strategy Options & derivatives strategies Wealth management
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Brian V

Series 63, Series 65

Green Bay, WI

Packerland Brokerage Services, Inc.

Brian Vandehey is a financial advisor with Packerland Brokerage Services, Inc. in DePere, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Packerland Brokerage Services since 1996 and has also been associated with CNS Corp. and affiliated companies since 1989. Outside of his advisory role, Vandehey is involved in insurance and financial planning services through his own businesses. 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, with a range of investment solutions including firm-managed portfolios, wrap programs, and third-party co-advisory arrangements, operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Aaron D

Series 63

Green Bay, WI

Packerland Brokerage Services, Inc.

Aaron Doelger is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 63 designation and over 25 years of industry experience. He has been with Packerland since 2005 and works there in multiple capacities. Outside of his advisory work, he is an independent insurance agent offering various non-securities insurance products. 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, delivering investment solutions both directly and through third-party managers across multiple account structures.

Retirement income strategy Options & derivatives strategies Wealth management
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Timothy O

Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Timothy Obermueller is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has nine years of industry experience, including two years at Edward Jones. Outside of advising, he has been involved in farming and land rental operations through Obermueller Farming and Obermueller Farms, LLC. Packerland Brokerage Services, Inc. serves individual and institutional clients with a network of 176 advisors and offers a variety of investment and financial planning solutions, including individual portfolio management and retirement-plan consulting. The firm utilizes third-party money managers and provides accounts managed on discretionary or non-discretionary bases through platforms like Hilltop-cleared Envestnet.

Retirement income strategy Options & derivatives strategies Wealth management
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Jonathon V

ChFC®, Series 63, Series 65

Green Bay, WI

Packerland Brokerage Services, Inc.

Jonathon Venhuizen is a ChFC® credentialed financial advisor with 18 years of industry experience, currently with Packerland Brokerage Services, Inc. in Green Bay, WI, where he has worked since 2013. Outside of his advisory role, he serves on the boards of the Waupun Kiwanis Club and the Pillar and Vine Foster Agency, is an elected member of the Fond du Lac County Board of Supervisors, participates on the legislative committee of Associated Builders and Contractors of Wisconsin, and coaches youth soccer. Packerland Brokerage Services, Inc. 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 a variety of account management options and routinely monitors third-party managers to support client investment goals.

Retirement income strategy Options & derivatives strategies Wealth management
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Matthew M

CFP®, Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Matthew Mayer is a CFP® with 17 years of industry experience, currently serving as an advisor at Packerland Brokerage Services, Inc. since 2011. He dedicates time to insurance sales, focusing on life insurance and fixed annuities, and holds a partnership interest in a separate investment property venture. Packerland Brokerage Services, Inc. supports individual and institutional clients through a network of 176 advisors and over $1.3 billion in assets under management, offering services that include financial planning, portfolio management, and retirement-plan consulting using both direct and third-party investment solutions.

Retirement income strategy Options & derivatives strategies Wealth management
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Kyle K

Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Kyle Kurscheidt is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 license with four years of industry experience. Prior to his advisory role, he worked in chiropractic services for several years. Outside of finance, he is co-owner of Openair Outfitters LLC, a company that manufactures and sells replacement deer stand seats, and he also sells sports cards through a personal eBay account. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various delivery methods. The firm combines individualized planning with discretionary or non-discretionary account management, utilizing multiple managed account options and routinely monitoring third-party managers.

Retirement income strategy Options & derivatives strategies Wealth management
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Cary M

CFP®, Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Cary Mares is a CFP® professional with 21 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2007. He is also involved in his community as a youth basketball coach for the Appleton Blaze. 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. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing a range of investment solutions both directly and via third-party managers.

Retirement income strategy Options & derivatives strategies Wealth management
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John K

Series 63

Green Bay, WI

Packerland Brokerage Services, Inc.

John Kaye is a financial advisor at Packerland Brokerage Services, Inc. with 18 years of industry experience. He holds the Series 63 designation and has a background in accounting as the owner of John H. Kaye CPA and an associate at KerberRose SC, where he focuses on tax preparation and consulting. His career also includes roles at Raymond James Financial Services and Crump Life Insurance Services, with additional experience in non-variable life insurance sales and estate planning. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various managed portfolios and fee-based programs on the Hilltop/Envestnet platform. The firm combines individualized planning with discretionary and non-discretionary management, providing tools such as separately managed accounts and automated rebalancing, and operates as both an SEC-registered investment adviser and FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Brad R

ChFC®, Series 63, Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Brad Roethlisberger is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, holding the ChFC® designation with 32 years of industry experience. His previous roles include positions at Capital Credit Union and LPL Financial. In addition to his advisory work, he prepares income taxes for about 10 family and friends for compensation. 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, and third-party co-advisory arrangements, managing approximately $909 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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Brandon M

Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Brandon Moehn is a financial advisor at Packerland Brokerage Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in internet retail sales of hunting gear through OpenAir Outfitters LLC. 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 a combination of 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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Gail T

Series 63

Green Bay, WI

Packerland Brokerage Services, Inc.

Gail Thiry is a financial advisor at Packerland Brokerage Services, Inc. in Green Bay, WI, with 23 years of industry experience. She holds a Series 63 designation and has been with Packerland since 2013. Outside of her advisory role, Gail is involved in insurance sales through her business, Gail Thiry Financial, focusing on life, fixed and indexed annuities, and long-term care 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 brokerage and advisory solutions, utilizing firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs through the Hilltop/Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Michael R

Series 66

Green Bay, WI

Packerland Brokerage Services, Inc.

Michael Roth is a financial advisor with Packerland Brokerage Services, Inc. in Appleton, WI, holding a Series 66 designation and three years of industry experience. He has been with Packerland Brokerage Services since 2022 and has also been self-employed since 2017. Outside of advising, Roth is a part owner of a local bar and engages in freelance composing, arranging, and orchestration work as a hobby. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary or non-discretionary account management and offers a range of investment solutions, including firm-managed portfolios and third-party manager arrangements, while operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Todd K

CFP®, Series 63, Series 65

Green Bay, WI

Packerland Brokerage Services, Inc.

Todd Kreuser is a CFP® professional with 27 years of experience in the financial services industry. He has been with Packerland Brokerage Services, Inc. since 2009. In addition to his advisory work, Kreuser owns and operates Kreuser Financial Inc., providing tax preparation services, and is involved in insurance sales focusing on life, long-term care, fixed and indexed annuities, as well as Medicare supplement and prescription drug plans. He also served as a poll worker for the Village of Suamico during the 2022 midterm elections. Packerland Brokerage Services, Inc. serves individuals, high-net-worth clients, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary and non-discretionary account management, offering various managed account options and routinely monitoring third-party managers while providing both brokerage and advisory implementation pathways.

Retirement income strategy Options & derivatives strategies Wealth management
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Steven S

Series 65, Series 63

Green Bay, WI

Packerland Brokerage Services, Inc.

Steven Sevcik is a financial advisor at Packerland Brokerage Services, Inc. with one year of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes roles at State Farm VP Management Corp and Tiona Petrouske Insurance Agency. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers using a variety of managed account platforms.

Retirement income strategy Options & derivatives strategies Wealth management
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