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Dale Wallis Elam

Packerland Brokerage Services, Inc.

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About Dale Wallis Elam

Dale Wallis Elam is a financial professional with over 20 years of experience in the securities industry. Dale is currently registered with Packerland Brokerage Services, Inc. and has been with the firm since January 2015. Prior to joining Packerland Brokerage Services, Inc., Dale worked at various firms, including ABACUS INVESTMENTS, INC. and J.W. COLE FINANCIAL, INC. Dale holds the Series 6, Series 63 and SIE licenses.

Firm Information

Dale Elam 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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Dale Elam’s Registration & Firm History

WI

01/06/2015 - Present

Packerland Brokerage Services, Inc. (Brookfield WI)

WI

07/08/2011 - 01/22/2015

ABACUS INVESTMENTS, INC. (DOUSMANS WI)

WI

01/17/2006 - 07/21/2011

J.W. COLE FINANCIAL, INC. (MILWAUKEE WI)

IL

06/20/2003 - 01/12/2006

LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)

MN

10/19/2000 - 06/23/2003

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/21/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dale Wallis Elam. Review regulatory record here.
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