Dawn E Grube

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures on record.

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.

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Years of Experience

7 years registered in the securities industry

Current & Past Employments

Current

PACKERLAND BROKERAGE SERVICES, INC.Current·CRD# 37031

RIA

BD

505 Hwy 67, Kiel, WI 53042

July 4, 2022 - Present

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Current Firm

PB

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)

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).

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

318

SEC 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

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

2025 PACKERLAND BROKERAGE SERVICES PART 2A FIRM BROCHURE (3/27/2026)

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

6,993

AUM (Assets Under Management)

$1,358,224,265

Disclosures

Regulatory Event

2

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.

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)

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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Wisconsin
(6/25/2025)

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.