Todd F. Jasperson

PACKERLAND BROKERAGE SERVICES

Kaukauna, WI

Some features on this profile are disabled

CRD#: 5901830

Professional summary

Todd Forrest Jasperson is a registered financial advisor currently at PACKERLAND BROKERAGE SERVICES, INC. located in Kaukauna, Wisconsin.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Todd has worked at 3 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Forrest Jasperson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Todd Forrest Jasperson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 14, 2021 - Present

PACKERLAND BROKERAGE SERVICES, INC.

Office #2: 432 Security Blvd. Ste. 101, Green Bay, WI 54313

RIA

CRD#: 37031

Kaukauna, WI

Current

July 14, 2021 - Present

PACKERLAND BROKERAGE SERVICES, INC.

Office #1: 432 Security Blvd. Ste. 101, Green Bay, WI 54313

RIA

CRD#: 37031

Green Bay, WI

Past

April 14, 2021 - July 13, 2021

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

July 2, 2018 - July 13, 2021

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

OAKDALE, MN

Past

October 7, 2016 - July 13, 2021

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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".

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)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Alabama
(7/14/2021)

IAR

Alabama
(7/14/2021)

Alaska
(7/14/2021)

Arizona
(7/14/2021)

IAR

Arizona
(8/4/2021)

Arkansas
(7/14/2021)

IAR

Arkansas
(7/19/2021)

California
(7/14/2021)

IAR

California
(7/14/2021)

Colorado
(7/14/2021)

IAR

Colorado
(7/15/2021)

Connecticut
(7/14/2021)

Delaware
(7/14/2021)

District of Columbia
(7/14/2021)

Florida
(7/14/2021)

IAR

Florida
(7/15/2021)

Georgia
(7/14/2021)

IAR

Georgia
(7/15/2021)

Hawaii
(7/14/2021)

Idaho
(7/14/2021)

IAR

Idaho
(7/15/2021)

Illinois
(7/14/2021)

IAR

Illinois
(7/19/2021)

Indiana
(7/14/2021)

IAR

Indiana
(7/14/2021)

Iowa
(7/14/2021)

IAR

Iowa
(7/14/2021)

Kansas
(7/14/2021)

IAR

Kansas
(7/15/2021)

Kentucky
(7/14/2021)

IAR

Kentucky
(7/19/2021)

Louisiana
(7/14/2021)

IAR

Louisiana
(7/20/2021)

Maine
(7/14/2021)

IAR

Maine
(7/15/2021)

Maryland
(7/14/2021)

IAR

Maryland
(7/14/2021)

Massachusetts
(7/14/2021)

IAR

Massachusetts
(12/9/2021)

Michigan
(7/14/2021)

IAR

Michigan
(7/19/2021)

Minnesota
(7/14/2021)

IAR

Minnesota
(7/14/2021)

Mississippi
(7/15/2021)

IAR

Mississippi
(7/15/2021)

Missouri
(7/14/2021)

IAR

Missouri
(7/14/2021)

Montana
(7/14/2021)

IAR

Montana
(7/15/2021)

Nebraska
(7/14/2021)

IAR

Nebraska
(7/15/2021)

Nevada
(7/14/2021)

IAR

Nevada
(7/26/2021)

New Hampshire
(7/14/2021)

New Jersey
(7/14/2021)

IAR

New Jersey
(7/16/2021)

New Mexico
(7/14/2021)

IAR

New Mexico
(7/15/2021)

New York
(7/14/2021)

IAR

New York
(7/19/2021)

North Carolina
(7/14/2021)

IAR

North Carolina
(7/26/2021)

North Dakota
(7/14/2021)

IAR

North Dakota
(7/19/2021)

Ohio
(7/14/2021)

IAR

Ohio
(7/14/2021)

Oklahoma
(7/14/2021)

Oregon
(7/14/2021)

IAR

Oregon
(7/14/2021)

Pennsylvania
(7/14/2021)

IAR

Pennsylvania
(7/15/2021)

Rhode Island
(7/14/2021)

South Carolina
(7/14/2021)

IAR

South Carolina
(7/21/2021)

South Dakota
(7/14/2021)

IAR

South Dakota
(7/30/2021)

Tennessee
(7/14/2021)

Texas
(7/14/2021)

IAR

Texas
(7/15/2021)

Utah
(7/14/2021)

IAR

Utah
(7/14/2021)

Vermont
(7/14/2021)

IAR

Vermont
(7/14/2021)

Virginia
(7/14/2021)

IAR

Virginia
(7/15/2021)

Washington
(7/14/2021)

IAR

Washington
(7/15/2021)

West Virginia
(7/14/2021)

Wisconsin
(7/14/2021)

IAR

Wisconsin
(7/15/2021)

Wyoming
(7/14/2021)

IAR

Wyoming
(7/30/2021)

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

State Security Law Exam

IAR

Series 66

Date: 6/29/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 11/9/2018

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/7/2016

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/12/2018

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 12/21/2017

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/15/2017

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

2025 PACKERLAND BROKERAGE SERVICES PART 2A FIRM BROCHURE (3/27/2025)

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

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Todd F. Jasperson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Forrest Jasperson's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Todd Forrest Jasperson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACKERLAND BROKERAGE SERVICES, INC.

TRIAD ADVISORS LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PACKERLAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/29/2018

Series 52TO

Date: 11/9/2018

SIE

Date: 10/1/2018

Series 7

Date: 10/7/2016

Series 53

Date: 12/12/2018

Series 4

Date: 12/21/2017

Series 24

Date: 8/15/2017

FINRA

Current Firm

PACKERLAND BROKERAGE SERVICES, INC.

Contact information

SEC notice filing (47 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

PACKERLAND BROKERAGE SERVICES, INC.

TRUST BUT VERIFY

Similar Advisors