Unclaimed Profile

Amy Lynn Lee

PACKERLAND BROKERAGE SERVICES, INC.·GREEN BAY, Wisconsin

SIE, Series 6, Series 7, Series 24, Series 6324 years registeredPACKERLAND BROKERAGE SERVICES, INC.

432 SECURITY BLVD., GREEN BAY, WI 54313CRD# 3138445Firm CRD# 37031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Lynn Lee · GREEN BAY, WI

Registration

CRD #3138445 · PACKERLAND BROKERAGE SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACKERLAND BROKERAGE SERVICES, INC.

PACKERLAND BROKERAGE SERVICES, INC.

Dec 2001 – Aug 2013

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · December 6, 2001

Years registered · 24

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

PACKERLAND BROKERAGE SERVICES, INC.

CRD 37031 · SEC 801-74927

AUM

$854M

Regulatory assets under management

Employees

290

4,831 client accounts

Services offered by PACKERLAND BROKERAGE SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PACKERLAND BROKERAGE SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Amy Lynn Lee offer?

Amy Lynn Lee specializes in Financial Planning, Investment Management.

What are Amy Lynn Lee's credentials?

Amy Lynn Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Lynn Lee located?

Amy Lynn Lee is based in GREEN BAY, Wisconsin, last registered with PACKERLAND BROKERAGE SERVICES, INC..

How does Amy Lynn Lee charge for services?

Amy Lynn Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACKERLAND BROKERAGE SERVICES, INC.?

PACKERLAND BROKERAGE SERVICES, INC. has approximately 290 employees and manages $854M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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