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Todd Forrest Jasperson

Investment adviser representative at Packerland Brokerage Services, Inc.
12 yearsExperience
41 statesRegistered 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

12 years in the industry.

  1. Packerland Brokerage Services, Inc.Jul 2021 to now
  2. Woodbury Financial ServicesDec 2014 to Jul 2021

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 41 states (AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, VT, WA, WI, WY).

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
5901830
Firm CRD
37031
Advisor's SEC record (opens in a new tab)
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