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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Venhuizen is an investment advisor representative with Packerland Brokerage Services, Inc. Jonathon's office is located in Waupun, Wisconsin, and they have been in the industry since July 2007. Jonathon holds the Series 6, 7, 63, and 65 licenses. They also hold the SIE designation. Jonathon's current firm is Packerland Brokerage Services, Inc. They are registered in 7 states: California, Illinois, Michigan, Minnesota, New Mexico, Texas, and Wisconsin. Jonathon has a strong background in financial planning and investment management. They specialize in working with individuals and families, as well as businesses and retirement plans. Jonathon is a Chartered Financial Consultant. Jonathon is a member of the Waupun Kiwanis Club, the Pillar and Vine Foster Agency Board of Directors, the Associated Builders and Contractors of Wisconsin Legislative Committee, and the Fond du Lac County Board of Supervisors. Jonathon also coaches youth soccer.
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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2
WI
12/02/2013 - Present
Packerland Brokerage Services, Inc. (WAUPUN WI)
WI
07/24/2007 - 12/05/2013
NEW ENGLAND SECURITIES (WAUPUN WI)
IA
Issued 10/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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