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Zachary P Kelly

Packerland Brokerage Services, Inc.

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About Zachary P Kelly

Zachary Kelly is an investment advisor representative at Packerland Brokerage Services, Inc. based in GREEN BAY, WI. Zachary has been in the industry since September 2008. Zachary holds the following licenses: Series 66, Series 24, Series 28, Series 99TO, SIE, and Series 7. Zachary is registered with the state of Wisconsin. Packerland Brokerage Services, Inc. provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals.

Firm Information

Zachary Kelly 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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Zachary Kelly’s Registration & Firm History

WI

11/18/2013 - Present

Packerland Brokerage Services, Inc. (GREEN BAY WI)

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Licenses & Designations

BOTH

Issued 07/23/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/2014

Series 24 - General Securities Principal Examination

BC

Issued 09/15/2008

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary P Kelly.
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