Alan Lee Resch
Investment adviser representative at Packerland Brokerage Services, Inc.
32 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
32 years in the industry.
- Packerland Brokerage Services, Inc.Jan 2017 to now
- T.E.A. Properties LLCApr 2015 to now
- Resch Birnamwood Insurance AgencyMay 1994 to now
- Gradient Securities, LLCDec 2016 to Jan 2017
- Central Wisconsin Insurance AssociatesJul 2012 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2014
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
- 4463486
- Firm CRD
- 37031