Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Packard is a financial advisor with Packerland Brokerage Services, Inc. David has been in the industry since September 10, 1988 and has experience in a variety of financial services. David is registered to provide investment advice and securities transactions in multiple states. David's specializations include retirement planning, education planning, insurance, estate planning and financial planning. David is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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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MN
09/09/2022 - Present
Packerland Brokerage Services, Inc. (Plymouth MN)
MN
06/09/2021 - 09/07/2022
CETERA ADVISOR NETWORKS LLC (Plymouth MN)
MN
10/03/2014 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Plymouth MN)
MN
01/26/2012 - 10/07/2014
MIDAMERICA FINANCIAL SERVICES, INC. (PLYMOUTH MN)
MN
12/01/2006 - 02/08/2012
QUESTAR CAPITAL CORPORATION (PLYMOUTH MN)
MN
11/07/2002 - 12/01/2006
USALLIANZ SECURITIES, INC. (PLYMOUTH MN)
TX
04/24/2000 - 11/05/2002
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
GA
12/08/1999 - 04/26/2000
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
TX
05/26/1999 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
IN
05/04/1994 - 05/26/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/04/1994 - 05/26/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
02/25/1994 - 05/03/1994
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
MN
07/29/1993 - 11/22/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
07/08/1991 - 12/31/1991
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
05/18/1991 - 12/31/1991
MIMLIC SALES CORPORATION (ST. PAUL MN)
NJ
03/20/1986 - 10/11/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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