Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Kockelman is a financial advisor at Packerland Brokerage Services, Inc. based in Green Bay, WI. Todd has been in the financial industry since May 1996 and has a broad range of experience. Todd is registered to provide investment advice in Florida, Minnesota and Wisconsin. Todd is a Series 6, Series 7, Series 63, and Series 65 licensed professional.
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.
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WI
07/28/2014 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
MN
07/25/2007 - 01/29/2010
LPL FINANCIAL CORPORATION (ST PAUL MN)
MN
02/12/2007 - 08/02/2007
PRINCOR FINANCIAL SERVICES CORPORATION (SAINT PAUL MN)
MN
02/22/2005 - 06/30/2006
WADDELL & REED, INC. (ARDEN HILLS MN)
MN
08/02/1995 - 02/10/2005
CRI SECURITIES, LLC (ST. PAUL MN)
MN
08/02/1995 - 02/10/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 04/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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