Mark Randolph Federation
Investment adviser representative at Packerland Brokerage Services, Inc.
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Packerland Brokerage Services, Inc.Dec 2020 to now
- Madison Avenue Securities, LLCJan 2018 to Dec 2020
- Secure Investment Managment, LLCJun 2017 to Jan 2018
- J.D. Mellberg Financial, LLCMay 2017 to Dec 2017
- Harbour Investments, IncJun 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (WI).
Packerland Brokerage Services, Inc.
$1.4BAssets managed
4,868Clients
177Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4059861
- Firm CRD
- 37031