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Keith Alan Bohle

Packerland Brokerage Services, Inc.

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About Keith Alan Bohle

Keith Bohle is an active investment advisor representative with Packerland Brokerage Services, Inc. in Kingsley, IA and Green Bay, WI. Keith has been in the industry since April 24, 2005 and has a total of 5 approved state registrations, including in Colorado, Iowa, Minnesota, Nebraska, and South Dakota. Keith holds the Series 66, Series 7 and SIE exams.

Firm Information

Keith Bohle 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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Keith Bohle’s Registration & Firm History

IA

11/14/2011 - Present

Packerland Brokerage Services, Inc. (KINGSLEY IA)

IA

07/21/2006 - 11/14/2011

ING FINANCIAL PARTNERS, INC. (KINGSLEY IA)

IA

04/25/2005 - 07/21/2006

THRIVENT INVESTMENT MANAGEMENT INC. (SIOUX CITY IA)

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Licenses & Designations

BOTH

Issued 06/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Alan Bohle.
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