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Michael Lee Schrank

Packerland Brokerage Services, Inc.

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About Michael Lee Schrank

Michael Schrank has been in the financial industry since 1987. Michael is currently registered with Packerland Brokerage Services, Inc. and has a total of 3 approved state registrations and one approved IA state registration. Michael's previous employers include RBC CAPITAL MARKETS, LLC, LINSCO/PRIVATE LEDGER CORP., RBC DAIN RAUSCHER INC., DAIN RAUSCHER INCORPORATED, and PAINEWEBBER INCORPORATED.

Firm Information

Michael Schrank 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 Schrank’s Registration & Firm History

WI

01/14/2025 - Present

Packerland Brokerage Services, Inc. (Oconomowoc WI)

WI

12/11/2002 - 07/19/2012

RBC CAPITAL MARKETS, LLC (BROOKFIELD WI)

SC

11/01/2002 - 12/16/2002

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NY

03/02/1998 - 11/14/2002

RBC DAIN RAUSCHER INC. (NEW YORK NY)

NA

05/01/1992 - 03/02/1998

DAIN RAUSCHER INCORPORATED

NJ

10/20/1987 - 05/08/1992

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 11/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/1991

Series 3 - National Commodity Futures Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Michael Lee Schrank. Review regulatory record here.
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