Unclaimed Profile

Donna Jahns Egly

PACKERLAND BROKERAGE SERVICES, INC.·GREEN BAY, Wisconsin

SIE, Series 6, Series 26, Series 63, Series 65Clean record9 years registeredPACKERLAND BROKERAGE SERVICES, INC.

432 SECURITY BLVD., GREEN BAY, WI 54313-9709CRD# 1083747Firm CRD# 37031

Profile Verification

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

Identity

Donna Jahns Egly · GREEN BAY, WI

Registration

CRD #1083747 · PACKERLAND BROKERAGE SERVICES, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACKERLAND BROKERAGE SERVICES, INC.

HARBOUR INVESTMENTS, INC.

Nov 2020 – Dec 2021

ELKHORN, WI

CALTON & ASSOCIATES, INC.

Jul 2019 – Nov 2020

Elkhorn, WI

CAPITAL FINANCIAL SERVICES, INC.

Feb 2017 – Jul 2019

Elkhorn, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · February 28, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 Donna Jahns Egly offer?

Donna Jahns Egly specializes in Financial Planning, Investment Management.

What are Donna Jahns Egly's credentials?

Donna Jahns Egly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Jahns Egly located?

Donna Jahns Egly is based in GREEN BAY, Wisconsin, last registered with PACKERLAND BROKERAGE SERVICES, INC..

How does Donna Jahns Egly charge for services?

Donna Jahns Egly'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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