Stephanie M. Moede

PACKERLAND BROKERAGE SERVICES

LUXEMBURG, WI 54217

CRD#: 6201098

Some features on this profile are disabled

Professional summary

Stephanie Marie Moede, who also goes by Stephanie Marie Thiry, is a registered financial professional currently at PACKERLAND BROKERAGE SERVICES, INC. located in Luxemburg, Wisconsin.

Stephanie is registered as a RR (Registered Representative) and started their career in finance in 2025. Stephanie has worked at 1 firm and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Stephanie Marie Thiry

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) - BD

Click below to view Stephanie Marie Moede'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

December 15, 2025 - Present

PACKERLAND BROKERAGE SERVICES, INC.

Office #1: 607 Center Drive, Luxemburg, WI 54217

RIA

CRD#: 37031

LUXEMBURG, 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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

General Industry/Product Exam

Series 7TO

Date: 12/13/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/18/2023

Securities Industry Essentials 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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

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

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

Alan Brockhaus

RITHOLTZ WEALTH MANAGEMENT

IAR

New Orleans, LA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

HOUSTON, TX

David Smith

FALCON WEALTH PLANNING, INC.

ONTARIO, CA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stephanie M. Moede

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Stephanie Marie Moede's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACKERLAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

PACKERLAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 7TO

Date: 12/13/2025

SIE

Date: 12/18/2023

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