Unclaimed Profile

William Scott Vaness

PACKERLAND BROKERAGE SERVICES, INC.·GREEN BAY, Wisconsin

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

432 SECURITY BLVD., GREEN BAY, WI 54313-9709CRD# 1929840Firm CRD# 37031

Profile Verification

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

Identity

William Scott Vaness · GREEN BAY, WI

Registration

CRD #1929840 · PACKERLAND BROKERAGE SERVICES, INC. · 28 years registered

Brand Profile

Not yet started

Career History

PACKERLAND BROKERAGE SERVICES, INC.

Jun 1998 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · June 8, 1998

Years registered · 28

Professional designations · CFP, 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 William Scott Vaness offer?

William Scott Vaness specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are William Scott Vaness's credentials?

William Scott Vaness holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Scott Vaness located?

William Scott Vaness 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 William Scott Vaness charge for services?

William Scott Vaness'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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