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Dan Harvey Duncan

Packerland Brokerage Services, Inc.

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About Dan Harvey Duncan

Dan Duncan has been in the financial services industry since 1985 and is currently registered with Packerland Brokerage Services, Inc. Dan has a wealth of experience in the financial services industry and is committed to providing his clients with the best possible service. Dan specializes in providing financial planning, portfolio management, and pension consulting services. Dan is dedicated to helping his clients achieve their financial goals.

Firm Information

Dan Duncan 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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Dan Duncan’s Registration & Firm History

WI

12/10/2020 - Present

Packerland Brokerage Services, Inc. (GREEN BAY WI)

OK

07/09/1985 - 12/17/2020

AVANTAX INVESTMENT SERVICES, INC. (STILLWATER OK)

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Licenses & Designations

BC

Issued 08/06/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/08/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dan Harvey Duncan.
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