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Wade Franklin Kauffman

Packerland Brokerage Services, Inc.

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About Wade Franklin Kauffman

Wade Kauffman is a financial advisor in Glen Burnie, MD, with over 20 years of experience in the financial services industry. Wade is currently registered with Packerland Brokerage Services, Inc. in Pennsylvania. Wade is licensed to sell securities in Florida, Maryland, New Mexico, North Carolina, Pennsylvania, and South Carolina. Wade is also licensed to sell insurance.

Firm Information

Wade Kauffman 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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Wade Kauffman’s Registration & Firm History

MD

07/30/2020 - Present

Packerland Brokerage Services, Inc. (Glen Burnie MD)

MD

03/09/2012 - 09/14/2015

ALLSTATE FINANCIAL SERVICES, LLC (GLEN BURNIE MD)

MD

02/23/2004 - 07/12/2010

ALLSTATE FINANCIAL SERVICES, LLC (GLEN BURNIE MD)

NY

11/01/2000 - 01/06/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

MN

07/26/2000 - 10/13/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/26/2000 - 10/13/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/15/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Wade Franklin Kauffman. Review regulatory record here.
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