Packerland Brokerage Services, Inc.

Andrew Richman is a financial advisor with Packerland Brokerage Services, Inc. in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Packerland Brokerage Services since 2009. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, long-term care, fixed, and indexed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with 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, and offers both brokerage and advisory implementation pathways.

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.

Scott Preece is a financial advisor at Packerland Brokerage Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Packerland since 2018. His prior experience includes six years at Foresters Equity Advisory and Foresters Equity Services, Inc. Outside of his advisory work, he is involved in insurance sales, serves as a substitute teacher, and participates as a wrestling referee. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 178 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes both direct management and third-party money managers via the Hilltop-cleared Envestnet platform, providing a range of account structures and investment strategies.

Lori Miller is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Packerland since 2011. She also operates Heartland Retirement & Benefits Consulting, LLC, where she serves as an agent providing life, health, disability, annuities, Medicare, and long-term care services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management through a variety of platforms, including firm-managed portfolios and third-party co-advisory arrangements.

Wade Kauffman is a financial advisor at Packerland Brokerage Services, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Packerland Brokerage Services since 2016. He also maintains a role with Kent Mittrick and Associates, where he has worked since 2015. 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 and offers a range of investment solutions including financial planning, portfolio management, and retirement-plan consulting. The firm uses the Hilltop-cleared Envestnet platform to provide various managed account programs and operates as both an SEC-registered investment adviser and a FINRA member broker-dealer.

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.

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.

Jimmy Wu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has previous experience at Foresters Equity Services, Inc. and United Alliance Insurance, where he is involved in agent training and recruiting as well as personal insurance sales. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various 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 tools such as separately managed accounts and automated rebalancing.

J. Rust Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has served in various roles including at Avantax Advisory Services and Richard Rust CPA, P.A. Rust also owns a CPA firm that provides tax preparation, accounting, and management consulting services. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of 177 advisors and uses the Hilltop/Hilltop-cleared Envestnet platform to provide a range of advisory programs and third-party money manager options.

Charles Weber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 63 designation and 38 years of industry experience. He has worked at Packerland since 2023 and previously served at Cetera Advisors LLC for eight years. In addition to his advisory roles, Weber owns Charles Weber, CPA PA, where he provides tax return preparation services. Packerland Brokerage Services 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 on the Envestnet platform.

Steven Westenberg is a financial advisor at Packerland Brokerage Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Packerland since 1995. Outside of advising, he serves on Packerland Brokerage’s Board of Directors. 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 services with a range of account management options and manages approximately $909 million in client assets.

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.

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.

Zachary Kelly is a financial advisor with Packerland Brokerage Services, Inc. in Green Bay, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Packerland Brokerage Services since 2006. Outside of advising, he is involved in several non-investment-related ventures, including a woodworking and metalworking business and serving on the board of a software consulting service. 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 financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers on the Hilltop-cleared Envestnet platform.

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.