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Kathryn Marie Smith

PACKERLAND BROKERAGE SERVICES, INC.·GREEN BAY, Wisconsin
Unclaimed Profile
432 SECURITY BLVD., GREEN BAY, WI 54313-9709CRD# 1363150Firm CRD# 37031
01

About

Kathryn Marie Smith 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PACKERLAND BROKERAGE SERVICES, INC.
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1363150
Firm CRD# 37031
8 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathryn Marie Smith offer?
Kathryn Marie Smith specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.
What are Kathryn Marie Smith's credentials?
Kathryn Marie Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Marie Smith located?
Kathryn Marie Smith 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 Kathryn Marie Smith charge for services?
Kathryn Marie Smith'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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Other advisors in GREEN BAY
Gwenn Elizabeth Hansen — ASSOCIATED INVESTMENT SERVICES, INC.Joseph Francis Domek — ASSOCIATED INVESTMENT SERVICES, INC.Larry John Rose — HARBOR WEALTH MANAGEMENT, LLCBeth Ann Cravillion — ASSOCIATED INVESTMENT SERVICES, INC.Patrick James Hickey — ASSOCIATED INVESTMENT SERVICES, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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