Dimitrios Georgakopoulos
Professional Summary
Dimitrios Georgakopoulos is a registered financial advisor currently at PACKERLAND BROKERAGE SERVICES, INC. located in Needham, Massachusetts. Dimitrios is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Dimitrios has worked at 6 firms and has passed the Series 66, Series 63, Series 65, Series 7TO, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
PACKERLAND BROKERAGE SERVICES, INC.
Contact Information
Main Address
432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709Mailing Address
432 Security Blvd., Green Bay, WI 54313Phone Number
(920) 662-9500Established
Wisconsin since 07/11/1994Firm Type
CorporationFiscal Year End
DecemberFirm Size
Medium# of Employees
318SEC notice filing (48 States and Territories)
Registered to provide investment advisory services in 48 US states and territories.
FINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 48 US states and territories.
Documents
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 |
| SOLDNER, JASON TYLER | DIRECTOR OF FINANCE | 5440518 |
| VANDEBERG, DEREK JAMES | DIRECTOR OF OPERATIONS | 7536444 |
| ZWIERZYNSKI, SCOTT PAUL | DIRECTOR OF RECRUITING | 3171610 |
Regulatory Assets Under Management
Total Number of Accounts
6,993AUM (Assets Under Management)
$1,358,224,265Disclosures
Regulatory Event
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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.
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Primary Firm SEC Registration
PACKERLAND BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
(10/24/2025)
(10/24/2025)
(8/5/2025)
(8/5/2025)
(6/20/2023)
(6/30/2023)
(11/16/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1992About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 1995About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Dimitrios Georgakopoulos's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Dimitrios Georgakopoulos's CRS (Customer Relationship Summary).
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