Unclaimed
Sandra Konkol is a registered representative with Packerland Brokerage Services, Inc. Sandra has been in the securities industry since July 19, 2007. Sandra is licensed in Wisconsin. Sandra is a registered representative of Packerland Brokerage Services, Inc., and has been with the firm since September 19, 2018. Prior to that, Sandra worked at Cambridge Investment Research, Inc., Investment Centers of America, Inc., SII Investments, Inc., and Thrivent Investment Management Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
09/19/2018 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
WI
10/11/2016 - 11/15/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEENAH WI)
WI
08/06/2015 - 10/05/2016
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
08/06/2015 - 10/05/2016
SII INVESTMENTS, INC. (APPLETON WI)
WI
09/03/2008 - 08/03/2015
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
MN
11/10/2003 - 11/03/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BC
Issued 09/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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