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Jeffrey M

Series 63, Series 65

Wausau, WI

Packerland Brokerage Services, Inc.

Jeffrey Mulhern is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and SII Investments, Inc. Outside of his advisory work, he is involved in several non-investment ventures including ownership and partnership interests in real estate and other businesses. 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 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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Alan R

Series 63, Series 65

Wausau, WI

Packerland Brokerage Services, Inc.

Alan Resch is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Packerland Brokerage Services since 2017 and has a background that includes ownership and management roles in insurance agencies and property management companies. Resch serves as president and owner of Resch Birnamwood Insurance Agency and has involvement with T.E.A. Properties, LLC. 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 managing over $1.3 billion in assets. The firm offers a range of advisory solutions utilizing both direct management and third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Timothy F

Series 63, Series 65

Wausau, WI

Packerland Brokerage Services, Inc.

Timothy Freiberg is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Packerland since 2005 and also coaches football at Wausau West High School, a role he has held since 2001. 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, utilizing firm-managed portfolios, wrap programs, and third-party co-advisory arrangements, with a focus on routine client reviews and due diligence of third-party managers.

Retirement income strategy Options & derivatives strategies Wealth management
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Patrick P

Series 66

Wausau, WI

Packerland Brokerage Services, Inc.

Patrick Poeschel is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding a Series 66 designation and 9 years of industry experience. He previously worked at HD Vest Investment Services and has been involved with Poeschel Accounting LLC for over two decades. Outside of advisory work, he operates a chicken farming business, Chick Oasis, LLC. 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, 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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Connor B

Series 66

Wausau, WI

Packerland Brokerage Services, Inc.

Connor Buechel is a financial advisor at Packerland Brokerage Services, Inc. with one year of industry experience. He holds the Series 66 designation and has held roles at Packerland Brokerage Services and Rib Mountain Financial Group. Outside of advising, he is an agent for Wachholz Investments and Insurance, focusing on life, health, and long-term care insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through a range of financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management and combines brokerage and advisory services to provide multiple implementation pathways.

Retirement income strategy Options & derivatives strategies Wealth management
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Cody H

Series 66

Wausau, WI

Packerland Brokerage Services, Inc.

Cody Hanke is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Packerland since 2016 and has also been involved with American Ginseng of Marathon and Prime Hunt. Outside of his advisory role, he operates Rib Mountain Financial Group, focusing on life, health, disability, fixed annuities, and long-term care insurance. 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 financial planning and portfolio management services, utilizing the Hilltop-cleared Envestnet platform to provide various managed account solutions on both discretionary and non-discretionary bases.

Retirement income strategy Options & derivatives strategies Wealth management
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Benjamin C

Series 63, Series 65

Wausau, WI

Packerland Brokerage Services, Inc.

Benjamin Casselberry is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at AXA Advisors, Commonwealth Financial Network, Haas Financial, and Wells Fargo Home Mortgage. 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, wrap-fee programs, and retirement-plan consulting through a network of 176 advisors and utilizes both direct management and third-party money managers on the Hilltop/Hilltop-cleared Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Daniel M

Series 63, Series 65

Wausau, WI

Packerland Brokerage Services, Inc.

Daniel Marx is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Packerland Brokerage Services since 2007 and has been involved in property management since 1989. Outside of his advisory work, Marx serves as a general partner and owner in a real estate development partnership and is involved in various non-securities-related business ventures including real estate and product development. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and over $1.3 billion in assets under management. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, utilizing a variety of account structures and investment solutions.

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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Robert W

Series 63, Series 65

Wausau, WI

Packerland Brokerage Services, Inc.

Robert Wachholz is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Packerland Brokerage Services since 2002. Outside of his advisory role, Wachholz is involved in insurance sales through Rib Mountain Financial Group. 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, utilizing 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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David S

Series 63, Series 65

Wausau, WI

Packerland Brokerage Services, Inc.

David Stellpflug is a financial advisor with Packerland Brokerage Services, Inc. in Mondovi, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Packerland Brokerage Services since 2009 and also owns Family Financial Associates, Inc., where he is involved in life, health, fixed and indexed annuities, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individuals, including high-net-worth clients, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers a combination of discretionary and non-discretionary account management with tools such as separately managed accounts and model portfolios, and operates as both an SEC-registered investment adviser and a FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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