linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Leroy Joseph McDonnell

Packerland Brokerage Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Leroy? Claim Your Profile

About Leroy Joseph McDonnell

Leroy McDonnell is a financial professional with over 30 years of experience in the industry. Leroy is currently registered with Packerland Brokerage Services, Inc. and has a strong background in providing financial advice to individuals, corporations, and charitable organizations. Leroy is committed to helping clients achieve their financial goals and objectives.

Firm Information

Leroy McDonnell 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Leroy McDonnell’s Registration & Firm History

WI

12/14/2018 - Present

Packerland Brokerage Services, Inc. (MIDDLETON WI)

WI

03/09/2015 - 12/26/2018

ROYAL ALLIANCE ASSOCIATES, INC. (MIDDLETON WI)

WI

12/01/1994 - 07/01/2015

FIRST MIDWEST SECURITIES, INC. (MIDDLETON WI)

WI

05/24/1993 - 12/05/1994

COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)

CA

02/24/1993 - 06/04/1993

JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)

Not sure if Leroy Joseph McDonnell is right for you?

Licenses & Designations

BC

Issued 02/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leroy Joseph McDonnell.
Not sure if Leroy Joseph McDonnell is right for you?