John H. Kaye
Investment adviser representative at Packerland Brokerage Services, Inc.
21 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
21 years in the industry.
- Packerland Brokerage Services, Inc.Dec 2024 to now
- Crump Life Insurance Services, LLCJan 2024 to now
- Kerberrose ScFeb 2020 to now
- John H. Kaye CpaMay 2010 to now
- Insurance-non VariableMar 2008 to now
- Raymond James Financial Services Advisors, Inc.Jun 2009 to Dec 2022
- Fixed Annuity SalesMar 2008 to Dec 2022
- Bank of LuxemburgJun 2005 to Dec 2022
- Raymond James Finanicial Services, Inc.Jun 2005 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
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
- 5024849
- Firm CRD
- 37031