Director, Shareholder, CEO, Board President & Secretary · Packerland Brokerage Services, Inc.
Zachary P Kelly
CRD 5263665 · 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 Zachary P Kelly on its Form ADV as Director, Shareholder, CEO, Board President & Secretary, a control person.
Firms and roles
- Packerland Brokerage Services, Inc.Director, Shareholder, CEO, Board President & SecretaryBroker-dealer firm · Green Bay, WI · $1.4B in regulatory assets
AtlasMembers
Zachary’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
- 1 firmLocked
- 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.
- Aaron Andrew DoelgerShareholder, Chief Compliance Officer, Packerland Brokerage Services, Inc.
- Scott Paul ZwierzynskiDirector of Recruiting, Packerland Brokerage Services, Inc.
2 more people named with Zachary 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 Zachary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.