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Michael Joseph Roth

Packerland Brokerage Services, Inc.

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About Michael Joseph Roth

Michael Roth is a financial advisor registered with Packerland Brokerage Services, Inc. based in Green Bay, WI. Michael has been active in the industry for 5 years and is currently registered with the states of Georgia, Illinois, Nevada, and Wisconsin. Michael has a series 66, Series 7TO, and SIE license and holds multiple designations. Michael provides advisory services to clients including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Michael Roth 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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Michael Roth’s Registration & Firm History

WI

04/05/2023 - Present

Packerland Brokerage Services, Inc. (APPLETON WI)

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Licenses & Designations

BOTH

Issued 09/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joseph Roth.
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