Jeffery Glenn Steely
Investment adviser representative at Packerland Brokerage Services, Inc.
17 yearsExperience
2 statesRegistered in
$1.4BFirm assets
14 yearsFirm in business
Are you Jeffery Glenn Steely? Claim your profile
Contact this firm
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
17 years in the industry.
- Packerland Brokerage Services, Inc.Feb 2025 to now
- LPL Enterprise, LLCNov 2024 to Feb 2025
- Prudential Insurance Company of AmericaMay 2018 to Feb 2025
- Pruco Securities, LLC.Jan 2018 to Nov 2024
- Lakeland University WisconsinOct 2014 to Nov 2024
- Apex Wealth Advisors LLC / Diversified CapitolAug 2013 to Dec 2017
- Concordia UniversitySep 2009 to Nov 2024
- University of PhoenixJan 2009 to Nov 2024
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 4262334
- Firm CRD
- 37031