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Julie A Osladil

Packerland Brokerage Services, Inc.

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About Julie A Osladil

Julie A Osladil is a registered investment advisor with Packerland Brokerage Services, Inc. Julie has been in the industry since April 2006 and has passed exams for both Series 63, 65 and 7, as well as the SIE exam. Julie has an active license in several states including Wisconsin, California, Florida, Minnesota, and Ohio. Julie provides financial planning and portfolio management services for individuals and businesses. Julie also has experience with pension consulting and educational seminars. Julie also works as an independent insurance agent with Reisterer Fin Services, Inc.

Firm Information

Julie Osladil 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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Julie Osladil’s Registration & Firm History

WI

04/26/2006 - Present

Packerland Brokerage Services, Inc. (KIEL WI)

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Licenses & Designations

IA

Issued 10/17/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie A Osladil.
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