JV
Jonathon E. Venhuizen
PACKERLAND BROKERAGE SERVICES
Waupun, WI 53963
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CRD#: 5384838
JV
Professional summary
Jonathon E Venhuizen, ChFC®, CLU® is a registered financial advisor currently at PACKERLAND BROKERAGE SERVICES, INC. located in Waupun, Wisconsin.
Jonathon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jonathon has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) INDEPENDENT INSURANCE AGENT (DISABILITY, LIFE/ACCIDENT/HEALTH) 1 SECURITIES TRADING HOURS WEEKLY, 0 NON SECURITIES TRADING HOURS WEEKLY, START DATE 9/2007 WAUPUN KIWANIS CLUB BOARD OF DIRECTORS HELP WITH LEADERSHIP OF THE LOCAL CLUB NON-INVESTMENT RELATED PILLAR AND VINE FOSTER AGENCY BOARD OF DIRECTORS HELP LEADERSHIP WITH LOCAL NON-PROFIT FOSTER AGENCY 347 S WOODWARD ST BRANDON,WI 53919 NON-INVESTMENT RELATED ASSOCIATED BUILDERS AND CONTRACTORS OF WI MEMBER OF LEGISLATIVE COMMITTEE PROMOTION OF MERIT SHOP CONSTRUCTION CONTRACTORS, HELPING DECIDE THE LEGISLATIVE AGENDA FOR THE ORGANIZATION AND CANDIDATE SUPPORT SELECTON WWW.ABCWI.ORG NON-INVESTMENT RELATED FOND DU LAC COUNTY BOARD OF SUPERVISORS ELECTED OFFICIAL FOR THE COUNTY OVERSEEING COMMITTEES, BUDGETS, AND POLICIES OF THE COUNTY WWW.FDLCO.WI.GOV NON-INVESTMENT RELATED SOCCER COACH COACHING YOUTH SOCCER PROGRAMS WWW.WAUPUNSOCCER.COM NON-INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Jonathon E Venhuizen's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jonathon E Venhuizen'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®
Experience
Current
December 2, 2013 - Present
PACKERLAND BROKERAGE SERVICES, INC.
Office #1: 999 W Main St Po Box 72, Waupun, WI 53963RIA
BD
CRD#: 37031
Waupun, WI
Current
December 2, 2013 - Present
PACKERLAND BROKERAGE SERVICES, INC.
Office #1: 999 W Main St Po Box 72, Waupun, WI 53963RIA
BD
CRD#: 37031
Waupun, WI
Past
October 4, 2007 - December 5, 2013
NEW ENGLAND SECURITIES
RIA
CRD#: 615
WAUPUN, WI
Past
July 24, 2007 - December 5, 2013
NEW ENGLAND SECURITIES
BD
CRD#: 615
WAUPUN, WI
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
California(10/25/2017)
IAR
California(4/25/2019)
RR
Florida(12/2/2013)
RR
Illinois(9/4/2024)
IAR
Illinois(9/4/2024)
RR
Indiana(8/25/2021)
RR
Iowa(5/19/2021)
RR
Michigan(12/2/2013)
IAR
Michigan(4/12/2023)
RR
Minnesota(12/2/2013)
IAR
Minnesota(1/3/2022)
RR
Nebraska(5/24/2017)
RR
New Mexico(12/2/2013)
IAR
New Mexico(9/6/2023)
RR
Texas(9/6/2023)
IAR
Texas(9/6/2023)
RR
Wisconsin(12/2/2013)
IAR
Wisconsin(12/2/2013)
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#: 37031Waupun, WI 53963TRUST BUT VERIFY
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