Alan Lee Resch
Investment Adviser Representative at Packerland Brokerage Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alan Lee Resch is an investment adviser representative with Packerland Brokerage Services, Inc. in Birnamwood, WI, where they have been registered since 2017. They have worked in the securities industry since 2002 and have been registered with 3 firms, including Gradient Wealth Management and Cherry Investment Advisors, Ltd. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Wisconsin.
Registrations & licenses
- Investment adviser:
- Wisconsin
- Broker:
2 states and territories
Florida, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Resch Birnamwood Insurance AgencyMay 1994 – no end date reportedBirnamwood, WI
- Gradient Securities, LLCDec 2016 – Jan 2017Birnamwood, WI
- Central Wisconsin Insurance AssociatesJul 2012 – Dec 2024Birnamwood, WI
- T.e.a. Properties LLCApr 2015 – no end date reportedBirnamwood, WI
- Packerland Brokerage ServicesJan 2017 – no end date reportedGreen Bay, WI
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Packerland Brokerage Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 176
- Offices listed on AdvisorFinder:
- 30
- Main office:
- Green Bay, WI
- SEC file number:
- 801-74927
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 15, 2026
View full firm profileOther advisors at Packerland Brokerage Services, Inc.
Showing 12 of 176 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alan Lee Resch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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