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Ariel M. Dangelo
PACKERLAND BROKERAGE SERVICES
Needham, MA 02492
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CRD#: 7299242
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Professional summary
Ariel Mae Dangelo, who also goes by Ariel Mae Harris, is a registered financial advisor currently at PACKERLAND BROKERAGE SERVICES, INC. located in Needham, Massachusetts.
Ariel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Ariel has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ariel Mae Harris
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.
Nightingale Homes Realty Inv rel: Y Add: 651 North Street, Walpole, MA 02081 Nature: Real Estate Position: Real Estate Agent Start date: 06/01/2021 No. HR/MO: 2 No. HR/MO during sec trading: 0 Describe Duties: Helping in the sale and purchase of real estate Nightingale Wealth Solutions Tax Services; CPA working for NWS; tax preparation, tax consulting and light fractional CFO services provided by licensed CPA Income from tax services completed by CPA for use of technology, marketing/branding and rent 384 Washington Street Westwood, MA 02090 start date: 8/2/2023 Non-investment related Elevate 384 Washington Street Suite 100 Westwood, MA 02090 educational seminars, courses, and retreats on a variety of topics: business growth, finance, finance for divorced & widowed women, motivation, leadership, culture, branding, marketing, systems, etc. Some of these will be live with other speakers and some of these will be 100% remote or recorded courses they would be able to purchase. Start date: 8/2/23 100% ownership Investment related Medicare Partner Program with Advisors Excel Referral program where I will get paid a referral fee for any Medicare business that is done on behalf of my clients. Advisor excel does all of the planning and works directly with the client to get the right care for them. $100 per referral for Medicare business. 384 Washington Street Suite 100 Westwood MA, 02090 Non-investment related The Nightingale Group 654 North Street Walpole MA, 02081 Real Estate Group; I am the business advisor to the real estate brokerage and occassionally do my own transactions. I advise on hiring, marketing, and PR strategies. I dedicate 5 hours a month to this business and have a 33% stake in the company. Helo LLC 654 North Street Walpole MA, 02081 United States This is a software company that is a completely new business and is about to be incorporated. We are building a budgeting, SaaS/BaaS software that will be able to analyze peoples spending habits, help them budget and teach them some financial literacy. I will be the acting as the CEO and President until we are able to hiring the right person into that role. My ownership is still TBD but as of right now 100%. I am expecting to devote 10 hours per month to this OBA. start date: TBD as the software has not been fully developed Investment related
CRS (Client Relationship Summary) - RIA
Click below to view Ariel Mae Dangelo's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Ariel Mae Dangelo'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
May 24, 2023 - Present
PACKERLAND BROKERAGE SERVICES, INC.
Office #1: 1040 Great Plain Ave Suite 210, Needham, MA 02492RIA
BD
CRD#: 37031
Needham, MA
Current
April 14, 2023 - Present
PACKERLAND BROKERAGE SERVICES, INC.
Office #1: 1040 Great Plain Ave Suite 210, Needham, MA 02492RIA
BD
CRD#: 37031
Needham, MA
Past
February 24, 2021 - April 21, 2023
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Needham, MA
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(4/14/2023)
IAR
California(5/24/2023)
RR
Colorado(9/25/2025)
IAR
Colorado(9/25/2025)
RR
Florida(5/24/2023)
IAR
Florida(5/25/2023)
RR
Illinois(4/14/2023)
IAR
Illinois(5/24/2023)
RR
Maine(8/23/2023)
IAR
Maine(8/23/2023)
RR
Massachusetts(4/14/2023)
IAR
Massachusetts(6/7/2023)
RR
New Hampshire(4/14/2023)
IAR
New Hampshire(5/24/2023)
RR
North Carolina(10/20/2023)
RR
Virginia(5/24/2023)
IAR
Virginia(5/24/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/24/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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#: 37031Needham, MA 02492TRUST BUT VERIFY
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