BE
Brian P. Eisbach
PACKERLAND BROKERAGE SERVICES
Greenfield, IA 50849
Some features on this profile are disabled
CRD#: 5877204
BE
Professional summary
Brian Paul Eisbach, who also goes by Brian Eisbach, is a registered financial advisor currently at PACKERLAND BROKERAGE SERVICES, INC. located in Greenfield, Iowa.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Brian has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian Eisbach
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) Union Insurance Agency; Investment related; 214 South 1st Street, Greenfield, IA 50849; Insurance Sales; Agent; 05/21/2018; 40 hour per month; 40 hours during securities hours; Sales and service of non-variable life insurance 2) Union State Bank; not investment related; 214 South 1st St, Greenfield, IA 50849; Retail banking and lending; Mortgage Loan Officer; 05/21/2018; 40 hours per month; 40 hours during security hours; Origination of first mortgage loans 3) Empowering Adair County Foundation; not investment related; 154 Public Square Suite C, Greenfield, IA 50849; Grant Program Foundation; Committee Member; 12/01/2015; 1 hour per month; 0 hours during security hours; Review of applications for grant funding. 5) Nodaway Valley School District; not investment related; 410 NW 2nd St, Greenfield, IA 50849; High school athletics; Coach; 05/07/2018; 45 hours per month; 2 hours during securities hours; Coaching high school sports Greenfield Community Development Corporation 202 S. 1st Street PO Box 61 Greenfield Iowa, 50849 Local non-profit board that tries to market our area to increase jobs and housing. Started November, 2024, voluntary, no compensation. Address is 202 S. 1st Street, PO Box 61, Greenfield, Iowa 50849 1.5 hours per month during the day Non-investment related
CRS (Client Relationship Summary) - RIA
Click below to view Brian Paul Eisbach's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Brian Paul Eisbach'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
October 13, 2023 - Present
PACKERLAND BROKERAGE SERVICES, INC.
Office #1: 214 South 1st Street , Greenfield, IA 50849Office #2: 432 Security Blvd. Ste. 101, Green Bay, WI 54313RIA
BD
CRD#: 37031
Greenfield, IA
Current
October 13, 2023 - Present
PACKERLAND BROKERAGE SERVICES, INC.
Office #1: 214 South 1st Street , Greenfield, IA 50849Office #2: 432 Security Blvd. Ste. 101, Green Bay, WI 54313RIA
BD
CRD#: 37031
Greenfield, IA
Past
January 29, 2019 - October 13, 2023
INTEGRITY ALLIANCE, LLC.
RIA
CRD#: 139627
Greenfield, IA
Past
January 29, 2019 - October 13, 2023
INTEGRITY ALLIANCE, LLC.
BD
CRD#: 139627
Greenfield, IA
Past
May 2, 2011 - May 14, 2018
INVESTMENT ADVISORS CORP
RIA
CRD#: 117531
GREENFIELD, IA
Past
April 1, 2011 - May 14, 2018
BROKER DEALER FINANCIAL SERVICES CORP.
BD
CRD#: 8073
GREENFIELD, IA
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
Iowa(10/13/2023)
IAR
Iowa(10/13/2023)
Exams
State Security Law 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.
