Unclaimed Profile

Zachary P Kelly

PACKERLAND BROKERAGE SERVICES, INC.·GREEN BAY, Wisconsin

SIE, Series 7, Series 24, Series 28, Series 66, Series 99TOClean record17 years registeredPACKERLAND BROKERAGE SERVICES, INC.

432 SECURITY BLVD., GREEN BAY, WI 54313-9709CRD# 5263665Firm CRD# 37031

Profile Verification

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

Identity

Zachary P Kelly · GREEN BAY, WI

Registration

CRD #5263665 · PACKERLAND BROKERAGE SERVICES, INC. · 17 years registered

Brand Profile

Not yet started

Career History

PACKERLAND BROKERAGE SERVICES, INC.

Nov 2013 – present

PACKERLAND BROKERAGE SERVICES, INC.

Sep 2008 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 66

Series 99TO

Registration record

First registered · September 16, 2008

Years registered · 17

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 Zachary P Kelly offer?

Zachary P Kelly specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are Zachary P Kelly's credentials?

Zachary P Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zachary P Kelly located?

Zachary P Kelly 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 Zachary P Kelly charge for services?

Zachary P Kelly'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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