TM
Theresa J. Manderski
PACKERLAND BROKERAGE SERVICES
Big Spring , TX
Some features on this profile are disabled
CRD#: 2928010
TM
Professional summary
Theresa J Manderski, who also goes by Theresa Jo Manderski, Theresa Jo Phelps, Theresa Jo Stewart, is a registered financial advisor currently at PACKERLAND BROKERAGE SERVICES, INC. located in Big Spring , Texas.
Theresa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Theresa has worked at 9 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 31, Series 7, Series 14, Series 53, Series 4, Series 9, Series 10 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Theresa Jo Manderski | Theresa Jo Phelps | Theresa Jo Stewart
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Theresa J Manderski's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Theresa J Manderski'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®
NoneExperience
Current
December 15, 2025 - Present
PACKERLAND BROKERAGE SERVICES, INC.
Office #2: 432 Security Blvd. Ste. 101, Green Bay, WI 54313RIA
BD
CRD#: 37031
Big Spring , TX
Current
December 12, 2025 - Present
PACKERLAND BROKERAGE SERVICES, INC.
Office #2: 432 Security Blvd. Ste. 101, Green Bay, WI 54313RIA
BD
CRD#: 37031
Big Spring , TX
Past
June 13, 2024 - July 24, 2024
AET INVESTMENT SERVICES, LLC
BD
CRD#: 40878
SPOKANE, WA
Past
September 16, 2014 - April 9, 2024
DAVENPORT & COMPANY LLC
RIA
CRD#: 1588
RICHMOND, VA
Past
September 16, 2014 - April 9, 2024
DAVENPORT & COMPANY LLC
BD
CRD#: 1588
RICHMOND, VA
Past
July 30, 2013 - September 12, 2014
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
RICHMOND, VA
Past
July 29, 2013 - September 12, 2014
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
RICHMOND, VA
Past
January 2, 2013 - September 18, 2014
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
October 23, 2008 - September 18, 2014
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
June 12, 2008 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
RIA
CRD#: 6255
RICHMOND, VA
Past
June 12, 2008 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
BD
CRD#: 6255
RICHMOND, VA
Past
September 13, 2005 - June 11, 2008
DAVENPORT & COMPANY LLC
RIA
CRD#: 1588
RICHMOND, VA
Past
September 12, 2005 - June 11, 2008
DAVENPORT & COMPANY LLC
BD
CRD#: 1588
RICHMOND, VA
Past
January 17, 2003 - September 14, 2005
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
GLEN ALLEN, VA
Past
January 17, 2003 - September 14, 2005
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
July 8, 2002 - January 15, 2003
RYAN BECK & CO.
RIA
CRD#: 3248
LIVINGSTON, NJ
Past
June 3, 1998 - January 15, 2003
RYAN BECK & CO.
BD
CRD#: 3248
FLORHAM PARK, NJ
Past
August 4, 1997 - January 27, 1998
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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
IAR
Texas(12/15/2025)
RR
Texas(12/16/2025)
RR
Wisconsin(12/15/2025)
IAR
Wisconsin(12/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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.
