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Adam Michael Laffey

Packerland Brokerage Services, Inc.

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About Adam Michael Laffey

Adam Michael Laffey is a financial advisor with Packerland Brokerage Services, Inc. based in Des Moines, Iowa. Adam has been a registered representative for over ten years and holds Series 7 and Series 66 licenses, as well as the SIE exam. His experience includes working with individuals, high-net-worth clients, corporations, charitable organizations, and pension and profit-sharing plans. Adam has expertise in financial planning, portfolio management, and providing educational seminars. Before joining Packerland Brokerage Services, Inc., Adam worked with Edward Jones in St. Louis, Missouri.

Firm Information

Adam Laffey is currently registered with Packerland Brokerage Services, Inc.. Packerland Brokerage Services, Inc. is a corporation based in GREEN BAY, WI, formed in 1994. The firm provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. Packerland Brokerage Services, Inc. also offers financial planning, pension consulting, and educational seminars. The firm has approximately $854,243,663 in regulatory assets under management and has offices in 51 states plus the District of Columbia.
Packerland Brokerage Services, Inc.

432 SECURITY BLVD.

GREEN BAY, WI 54313-9709

$854.24M

Assets Under Management

16

Total Clients

240

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Laffey’s Registration & Firm History

IA

04/11/2016 - Present

Packerland Brokerage Services, Inc. (Des Moines IA)

IA

05/16/2012 - 01/20/2016

EDWARD JONES (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 06/01/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Michael Laffey.
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