Unclaimed Profile

Timothy James Rohleder

PACKERLAND BROKERAGE SERVICES, INC.·GREEN BAY, Wisconsin

SIE, Series 6, Series 7, Series 63ChFCClean record28 years registeredPACKERLAND BROKERAGE SERVICES, INC.

432 SECURITY BLVD., GREEN BAY, WI 54313CRD# 1068562Firm CRD# 37031

Profile Verification

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

Identity

Timothy James Rohleder · GREEN BAY, WI

Registration

CRD #1068562 · PACKERLAND BROKERAGE SERVICES, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACKERLAND BROKERAGE SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

Oct 2009 – Oct 2017

GREEN BAY, WI

PACKERLAND BROKERAGE SERVICES, INC.

Oct 1997 – Oct 2009

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · October 31, 1997

Years registered · 28

Professional designation · ChFC

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 Timothy James Rohleder offer?

Timothy James Rohleder specializes in Financial Planning, Investment Management.

What are Timothy James Rohleder's credentials?

Timothy James Rohleder holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy James Rohleder located?

Timothy James Rohleder is based in GREEN BAY, Wisconsin, last registered with PACKERLAND BROKERAGE SERVICES, INC..

How does Timothy James Rohleder charge for services?

Timothy James Rohleder'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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