Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Nicklaus is a financial advisor with over 30 years of experience in the financial services industry. Brett currently works for Packerland Brokerage Services, Inc., a financial advisory firm with offices in Green Bay, WI and Dixon, IL. Brett provides a wide range of financial services, including financial planning, portfolio management, and investment advisory services to individuals and businesses. He is a Certified Financial Planner and has a strong understanding of investment products and strategies. Brett has a history of working with a variety of clients, including high-net-worth individuals, businesses, and retirement plans. Prior to joining Packerland Brokerage Services, Inc., Brett worked for several other financial institutions including Brokers International Financial Services, LLC., Sagepoint Financial, Inc., American General Securities Incorporated, Rise, Inc., and Pruco Securities Corporation.
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.
1
2
WI
10/20/2014 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
IL
09/28/2009 - 10/17/2014
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (DIXON IL)
IL
10/31/2008 - 09/30/2009
SAGEPOINT FINANCIAL, INC. (DIXON IL)
IL
08/20/2003 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (DIXON IL)
FL
04/14/2003 - 07/30/2003
RISE, INC. (LAKELAND FL)
NJ
08/07/2000 - 04/30/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
TX
02/10/1995 - 08/02/2000
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NJ
10/21/1986 - 02/23/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brett Nicklaus is the right advisor for you? Invested Better is here to help.
