Michael Gu
Investment adviser representative at Packerland Brokerage Services, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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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.Jun 2026 to now
- Eagle Strategies LlFeb 2026 to Jun 2026
- Nylife Securities LLCSep 2025 to Jun 2026
- Action Financial Strategies, LLCJun 2025 to Jun 2026
- UnemployedMay 2025 to May 2025
- Yangzhou Hengde Industrial Tech. Co.Aug 2024 to Apr 2025
- UnemployedJan 2024 to Jul 2024
- UberOct 2023 to Dec 2023
- The Wealth PracticeAug 2023 to Nov 2023
- UnemployedMay 2023 to Jul 2023
- Cambridge Financial GroupSep 2021 to Apr 2023
- UnemployedJul 2021 to Aug 2021
- Whittier TrustJan 2021 to Jun 2021
- Divorce Financial ConsultantNov 2019 to May 2020
- University of ArizonaAug 2016 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7217238
- Firm CRD
- 37031