Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Roethlisberger is an experienced financial advisor with over 30 years of experience in the industry. Brad has a proven track record of success in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Brad is currently registered with Packerland Brokerage Services, Inc. and holds Series 6, 7, 63, and 66 licenses, along with the SIE exam. Brad is committed to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
04/04/2023 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
WI
01/23/2023 - 03/27/2023
CUSO FINANCIAL SERVICES, L.P. (Green Bay WI)
WI
10/01/2014 - 02/06/2023
LPL FINANCIAL LLC (GREEN BAY WI)
WI
06/26/2009 - 10/31/2014
SECURITIES AMERICA, INC. (GREEN BAY WI)
WI
09/16/1999 - 06/25/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (GREEN BAY WI)
WI
04/15/1996 - 08/26/1998
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
MN
07/09/1992 - 04/25/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 09/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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