Unclaimed Profile

Steven G Westenberg

PACKERLAND BROKERAGE SERVICES, INC.·GREEN BAY, Wisconsin

SIE, Series 6, Series 62, Series 63, Series 6520 years registeredPACKERLAND BROKERAGE SERVICES, INC.

432 SECURITY BLVD., GREEN BAY, WI 54313-9709CRD# 2440924Firm CRD# 37031

Profile Verification

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

Identity

Steven G Westenberg · GREEN BAY, WI

Registration

CRD #2440924 · PACKERLAND BROKERAGE SERVICES, INC. · 20 years registered

Brand Profile

Not yet started

Career History

PACKERLAND BROKERAGE SERVICES, INC.

May 2006 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 62

Series 63

Series 65

Registration record

First registered · May 24, 2006

Years registered · 20

Disclosure History

2003Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. 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

Speak with Steven G

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven G is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREEN BAY?

Browse all registered financial advisors in GREEN BAY, Wisconsin or claim this profile if it's yours.

Browse GREEN BAY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven G Westenberg offer?

Steven G Westenberg specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are Steven G Westenberg's credentials?

Steven G Westenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven G Westenberg located?

Steven G Westenberg 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 Steven G Westenberg charge for services?

Steven G Westenberg'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →