Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Packerland Brokerage Services, Inc. financial advisors in Wausau, WI

Every SEC-registered investment adviser representative at a Packerland Brokerage Services, Inc. office in Wausau, A to Z.

The short answer

11 registered advisors work at Packerland Brokerage Services, Inc. in Wausau, out of 161 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 11 are also registered broker representatives.

Packerland Brokerage Services, Inc. advisors in Wausau, A to Z

Every Packerland Brokerage Services, Inc. advisor →

Packerland Brokerage Services, Inc. advisors in every city and state →Packerland Brokerage Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Packerland Brokerage Services, Inc. advisors in other cities

Green Bay, WI 59Oconomowoc, WI 6Depere, WI 4Appleton, WI 3Kiel, WI 3Oconto, WI 3Oshkosh, WI 3Brookfield, WI 2City Of Industry, CA 2Huntingdon, PA 2Menomonie, WI 2Prescott, AZ 2Winona, MN 2Adrian, MI 1Akron, OH 1

Other firms in Wausau

All Wausau advisors →

LPL Financial LLC 11Midwest Professional Planners, Ltd. 11Edward Jones 9Robert W. Baird & Co. Incorporated 8Buska Wealth Management, LLC 6Focus Financial 6Thrivent Investment Management Inc. 6Ameriprise Financial Services, LLC 5Stifel, Nicolaus & Company, Incorporated 5Cambridge Investment Research Advisors, Inc. 4Equitable Advisors, LLC 4On Investment Management Co. 4

Questions

How many financial advisors does Packerland Brokerage Services, Inc. have in Wausau?

11 investment adviser representatives are registered at Packerland Brokerage Services, Inc. offices in Wausau, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 1 list the CFP designation and 11 are also registered as broker representatives.

Is Packerland Brokerage Services, Inc. one of the largest advisor employers in Wausau?

Packerland Brokerage Services, Inc. ranks number 3 in Wausau by registered advisors; LPL Financial LLC has the most, with 11.

How do I check a Packerland Brokerage Services, Inc. advisor in Wausau?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Packerland Brokerage Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.