Jerrold A. Ganz
PACKERLAND BROKERAGE SERVICES
Green Bay, WI 54303
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CRD#: 1795763
Professional summary
Jerrold Alan Ganz, CFP®, who also goes by Jerry Ganz, is a registered financial advisor currently at PACKERLAND BROKERAGE SERVICES, INC. located in Green Bay, Wisconsin.
Jerrold is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Jerrold has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Income Management
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Jerry Ganz
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
JERRY GANZ & ASSOCIATES, GREEN BAY WI. OWNER/TAX PREPARATION, 10 HRS A WEEK DURING TAX SEASON, 1/1/1989. NON-INVESTMENT RELATED. INSURANCE SALES, SAME NAME AS ABOVE, 10 TO 20 HRS A WEEK TIME DEVOTED, START DATE 1/1/1999, LIFE, HEALTH, FIXED & INDEXED ANNUITIES, LTC. INVESTMENT RELATED. APPT WITH VARIOUS COMPANIES. BOOK SALES OF "PLAN-BASED INVESTING" BOOK, GREEN BAY, WI. 0 HRS PER WEEK, START DATE 3/1/2014. INVESTMENT RELATED TO ATTRACT SECURITIES CLIENTS. LESS THAN $10 OF ANNUAL COMPENSATION. SALES OF GODADDY WEB DOMAINS START DATE: 3/15/2022 320 N BROADWAY SUITE 230 GREEN BAY, WI 54303 1 HOUR PER-MONTH NON-INVESTMENT RELATED PILGRIM LUTHERAN CHURCH ELECTED AS VICE CHAIRMAN BEGINNING 2022 TRANSITIONING TO CHAIRMAN BEGINNING IN 2023-2024 START DATE: 1/1/2022 1731 ST AGNES DRIVE GREEN BAY, WI 54304 2 HOURS PER-MONTH NON-INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Jerrold Alan Ganz's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jerrold Alan Ganz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
August 1, 2003 - Present
PACKERLAND BROKERAGE SERVICES, INC.
Office #1: 320 N Broadway Suite 230, Green Bay, WI 54303RIA
BD
CRD#: 37031
Green Bay, WI
Current
August 1, 2003 - Present
PACKERLAND BROKERAGE SERVICES, INC.
Office #1: 320 N Broadway Suite 230, Green Bay, WI 54303RIA
BD
CRD#: 37031
Green Bay, WI
Past
January 19, 2000 - August 6, 2003
SII INVESTMENTS, INC.
BD
CRD#: 2225
APPLETON, WI
Past
January 4, 1995 - January 21, 2000
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
January 27, 1994 - January 10, 1995
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
October 9, 1992 - February 4, 1994
COORDINATED CAPITAL SECURITIES, INC.
BD
CRD#: 14762
FORT ATKINSON, WI
Past
February 3, 1988 - October 30, 1992
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
OMAHA, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PB
PACKERLAND BROKERAGE SERVICES, INC.
PACKERLAND BROKERAGE SERVICES, INC.
CRD#: 37031 / SEC#: 801-74927, 8-47572
RIA
Registered Investment Advisory firm - SEC (5/1/2012 Approved)Arizona
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Arkansas
Registered Investment Advisory firm - SEC (2/27/2009 Terminated)California
Registered Investment Advisory firm - SEC (5/22/2012 Terminated)Florida
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Illinois
Registered Investment Advisory firm - SEC (5/1/2012 Terminated)Indiana
Registered Investment Advisory firm - SEC (5/14/2012 Terminated)Iowa
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Kansas
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Minnesota
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Missouri
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Montana
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)New Jersey
Registered Investment Advisory firm - SEC (9/27/2012 Terminated)North Carolina
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Ohio
Registered Investment Advisory firm - SEC (5/10/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (5/14/2012 Terminated)Tennessee
Registered Investment Advisory firm - SEC (5/31/2012 Terminated)Virginia
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/3/2012)
IAR
Arizona(12/11/2012)
RR
California(5/11/2012)
IAR
California(5/11/2017)
RR
Florida(4/24/2015)
IAR
Florida(4/27/2015)
RR
Georgia(10/25/2023)
IAR
Georgia(10/26/2023)
RR
Indiana(11/24/2014)
IAR
Indiana(11/24/2014)
RR
Michigan(8/5/2008)
IAR
Michigan(1/31/2013)
RR
New York(1/9/2024)
RR
Texas(10/19/2023)
IAR
Texas(10/19/2023)
RR
Washington(12/26/2023)
IAR
Washington(12/26/2023)
RR
Wisconsin(8/1/2003)
IAR
Wisconsin(8/1/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PB
PACKERLAND BROKERAGE SERVICES, INC.
PACKERLAND BROKERAGE SERVICES, INC.
CRD#: 37031 / SEC#: 801-74927, 8-47572
RIA
Registered Investment Advisory firm - SEC (5/1/2012 Approved)Arizona
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Arkansas
Registered Investment Advisory firm - SEC (2/27/2009 Terminated)California
Registered Investment Advisory firm - SEC (5/22/2012 Terminated)Florida
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Illinois
Registered Investment Advisory firm - SEC (5/1/2012 Terminated)Indiana
Registered Investment Advisory firm - SEC (5/14/2012 Terminated)Iowa
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Kansas
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Minnesota
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Missouri
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Montana
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)New Jersey
Registered Investment Advisory firm - SEC (9/27/2012 Terminated)North Carolina
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Ohio
Registered Investment Advisory firm - SEC (5/10/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (5/14/2012 Terminated)Tennessee
Registered Investment Advisory firm - SEC (5/31/2012 Terminated)Virginia
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709
Mailing Address
432 Security Blvd., Green Bay, WI 54313
Phone number
(920) 662-9500
Established
Wisconsin since 07/11/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
286
SEC notice filing (47 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KELLY, ZACHARY P | DIRECTOR, SHAREHOLDER, CEO, BOARD PRESIDENT & SECRETARY | 5263665 |
| VAN ESS, WILLIAM SCOTT | DIRECTOR, SHAREHOLDER, CHAIRMAN OF THE BOARD | 1929840 |
| WESTENBERG, STEVEN G | DIRECTOR, SHAREHOLDER, VICE CHAIRMAN , TREASURER | 2440924 |
| BOSTWICK, KAREN P | SHAREHOLDER | 2643853 |
| DOELGER, AARON ANDREW | SHAREHOLDER, CHIEF COMPLIANCE OFFICER | 4357639 |
Regulatory assets under management
| Total Number of Accounts | 4,245 |
| AUM (Assets Under Management) | $ 909,478,703 |
Disclosures
| Regulatory Event | 2 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PACKERLAND BROKERAGE SERVICES, INC.
CRD#: 37031Green Bay, WI 54303TRUST BUT VERIFY
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