Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Grogan is a financial advisor with Packerland Brokerage Services, Inc. located in Green Bay, WI. Brian has been a financial advisor for 28 years and has a strong track record of providing personalized financial advice and investment strategies. He holds the Series 7, 6, 63, 66, 24, and SIE licenses and is a Chartered Financial Consultant. Brian is committed to helping clients achieve their financial goals and providing them with the highest level of service. In addition to his work with Packerland Brokerage Services, Inc., Brian is also the owner of Optimum Financial Group, LLC, which provides financial planning services.
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
01/03/2025 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
MN
10/15/2014 - 08/21/2017
FINANCIAL WEST GROUP (MINNETONKA MN)
MN
06/21/2013 - 11/06/2014
CABOT LODGE SECURITIES LLC (Minnetonka MN)
MN
10/03/2011 - 07/16/2013
ALLIED BEACON PARTNERS, INC. (ST. LOUIS PARK MN)
MN
12/14/2007 - 09/30/2011
WORKMAN SECURITIES CORPORATION (MINNETONKA MN)
MN
10/31/2005 - 12/20/2007
AIG FINANCIAL ADVISORS, INC. (DULUTH MN)
AZ
09/22/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
12/02/2004 - 07/29/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NE
10/30/2003 - 10/15/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CO
02/20/2003 - 08/06/2003
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NJ
06/27/2001 - 12/11/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IL
02/29/2000 - 03/02/2001
IAC SECURITIES, INC. (TINLEY PARK IL)
NJ
03/30/1999 - 02/22/2000
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NJ
02/18/1998 - 12/31/1998
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MN
08/11/1995 - 09/18/1997
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
08/11/1995 - 09/10/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
TX
04/28/1993 - 08/11/1995
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 03/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Grogan is the right advisor for you? Invested Better is here to help.
