linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew David Witt

Packerland Brokerage Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew David Witt

Andrew Witt is a financial advisor with Packerland Brokerage Services, Inc. located in Oconomowoc, Wisconsin. Andrew has been in the industry since June 30, 2016. Andrew has experience in financial planning, pension consulting, and educational seminars. Andrew also has experience with portfolio management for individuals and selection of other advisors. Andrew is registered in Wisconsin and holds the Series 6, Series 6TO, Series 63 and SIE licenses.

Firm Information

Andrew Witt 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Witt’s Registration & Firm History

WI

12/21/2023 - Present

Packerland Brokerage Services, Inc. (Oconomowoc WI)

WI

06/30/2016 - 10/25/2018

PACKERLAND BROKERAGE SERVICES, INC. (GREENFIELD WI)

Not sure if Andrew David Witt is right for you?

Licenses & Designations

BC

Issued 04/26/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2023

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/30/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew David Witt.
Not sure if Andrew David Witt is right for you?