Jacob Nicholas Fuhrman
Investment adviser representative at Packerland Brokerage Services, Inc.
15 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
15 years in the industry.
- Fuhrman Tax Service LtdJan 2021 to now
- City of MenomonieAug 2020 to now
- Packerland Brokerage Services, Inc.May 2020 to now
- Jacob N FuhrmanMay 2015 to now
- Frandsen Bank & Trust (formally Peoples Bank Midwest)Dec 2018 to Jan 2021
- University of Wisconsin - Eau ClaireAug 2016 to Dec 2020
- City of Menomonie Public LibraryAug 2013 to Nov 2019
- Blueberry Hills Farm LLCAug 2013 to Aug 2017
- Red Cedar Valley FarmsJun 2011 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7259354
- Firm CRD
- 37031