Unclaimed Profile

Amy Lynn Lee

PACKERLAND BROKERAGE SERVICES, INC.·GREEN BAY, Wisconsin

PACKERLAND 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.

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Amy Lynn Lee is a registered financial advisor based in GREEN BAY, Wisconsin, affiliated with PACKERLAND BROKERAGE SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PACKERLAND BROKERAGE SERVICES, INC.

AUM

$854M

Regulatory assets under management

Employees

290

Total firm employees

View all advisors at PACKERLAND BROKERAGE SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3138445

Firm CRD# 37031

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Lynn Lee offer?

Amy Lynn Lee specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

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, working with PACKERLAND BROKERAGE SERVICES, INC.. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.

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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