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Steven Ray Kimes

Packerland Brokerage Services, Inc.

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About Steven Ray Kimes

Steven Kimes is a registered investment advisor representative with Packerland Brokerage Services, Inc. Steven Kimes has been in the industry since 2003. Steven Kimes is registered in the state of California. Steven Kimes also has previous registration with FORESTERS EQUITY SERVICES, INC. and QA3 FINANCIAL CORP. Steven Kimes offers financial planning, pension consulting, educational seminars, and selection of other advisors. Steven Kimes is also registered to provide portfolio management for individuals.

Firm Information

Steven Kimes 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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Steven Kimes’s Registration & Firm History

CA

10/31/2018 - Present

Packerland Brokerage Services, Inc. (Roseville CA)

CA

10/29/2003 - 11/01/2018

FORESTERS EQUITY SERVICES, INC. (ROSEVILLE CA)

NE

07/25/2003 - 10/28/2003

QA3 FINANCIAL CORP. (OMAHA NE)

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Licenses & Designations

IA

Issued 07/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Ray Kimes.
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