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Director of Finance · Packerland Brokerage Services, Inc.

Jason Tyler Soldner

CRD 5440518 · Named on Form ADV at one SEC-registered adviser

At a glance

Packerland Brokerage Services, Inc., an SEC-registered broker-dealer firm based in Green Bay, WI with $1.4 billion in regulatory assets, lists Jason Tyler Soldner on its Form ADV as Director of Finance, a control person.

Firms and roles

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Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings (7)

  • Karen P BostwickShareholder, Packerland Brokerage Services, Inc.
  • Steven G WestenbergDirector, Shareholder, Vice Chairman , Treasurer, Packerland Brokerage Services, Inc.
  • William Scott Van EssDirector, Shareholder, Chairman of the Board, Packerland Brokerage Services, Inc.
  • Zachary P KellyDirector, Shareholder, CEO, Board President & Secretary, Packerland Brokerage Services, Inc.
  • Aaron Andrew DoelgerShareholder, Chief Compliance Officer, Packerland Brokerage Services, Inc.

2 more people named with Jason on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.