Director, Shareholder, Chairman of the Board · Packerland Brokerage Services, Inc.
William Scott Van Ess
CRD 1929840 · 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 William Scott Van Ess on its Form ADV as Director, Shareholder, Chairman of the Board.
Firms and roles
- Packerland Brokerage Services, Inc.Director, Shareholder, Chairman of the BoardBroker-dealer firm · Green Bay, WI · $1.4B in regulatory assets
AtlasMembers
William’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
- Locked
- 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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SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 5 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
William’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
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- Previous firms, with start and end dates
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- Employment history
- Locked
- States they’re registered in
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- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
- Zachary P KellyDirector, Shareholder, CEO, Board President & Secretary, Packerland Brokerage Services, Inc.
- Aaron Andrew DoelgerShareholder, Chief Compliance Officer, Packerland Brokerage Services, Inc.
- Scott Paul ZwierzynskiDirector of Recruiting, Packerland Brokerage Services, Inc.
2 more people named with William on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.