Adviser and broker representative · Packerland Brokerage Services, Inc.

Herbert F. Allen III

CRD 2168057 · Rockford, IL

At a glance

Herbert F. Allen III is an investment adviser representative with Packerland Brokerage Services, Inc. in Rockford, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Herbert’s SEC record dates to 2004, about 22 years ago. Herbert is also registered as a broker representative.

Current advisory firm

Packerland Brokerage Services, Inc.Since September 2025Rockford, IL · $1.4B in regulatory assets

SEC adviser record

Registered since: 2004 (22 years)
Designations: None on file
Exams: Series 63, Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: Yes, see the SEC record

AtlasMembers

Herbert’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 6 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

Open Atlas free Member sign in

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Packerland Brokerage Services, Inc.

Every advisor at Packerland Brokerage Services, Inc. →Packerland Brokerage Services, Inc.: assets, clients and custodians →Financial advisors in Rockford, IL →Advisor Moves: who changed firms this week →