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Brett James Reiss

Investment Adviser Representative at Packerland Brokerage Services, Inc.

Green Bay, WICRD #3232158Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brett James Reiss is an investment adviser representative with Packerland Brokerage Services, Inc. in Green Bay, WI, where they have been registered since 2005. They have worked in the securities industry since 1999 and were previously registered with Morgan Stanley DW Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in Alaska, Florida, Michigan, North Dakota, Vermont, and Wisconsin.

Office

2633 Development Dr, Ste 15
Green Bay, WI 54311

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Alaska, Florida, Michigan, North Dakota, Vermont, Wisconsin
Broker:
9 states and territories

Alaska, California, Florida, Iowa, Michigan, Minnesota, North Dakota, Vermont, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/12/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 8/10/1999
Series 7
General Securities Representative Examination
Passed 7/16/1999

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Packerland Brokerage Services, Inc.Current
8/16/2005 – Green Bay, WI
Morgan Stanley DW Inc.
7/19/1999 – 8/29/2005Purchase, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Packerland Brokerage Services, Inc
    Aug 2005 – no end date reportedGreen Bay, WI

Official records & sources

Data as of August 10, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

Other advisors at Packerland Brokerage Services, Inc.

Showing 12 of 176 in the directory

View Packerland Brokerage Services, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett James Reiss 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brett James Reiss (Packerland Brokerage Services)