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William Scott Van Ess

Investment Adviser Representative at Packerland Brokerage Services, Inc.

Green Bay, WICRD #1929840Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
37 yrs
Exams Passed
4

Professional summary

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

William Scott Van Ess is an investment adviser representative with Packerland Brokerage Services, Inc. in Green Bay, WI, where they have been registered since 1998. They have worked in the securities industry since 1989 and have been registered with 5 firms, including Guardian Investor Services Corporation and ELAN Investment Services, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida, Georgia, Michigan, Texas, and Wisconsin.

Registrations & licenses

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

California, Florida, Georgia, Illinois, Michigan, Minnesota, Texas, Wisconsin

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

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/8/1989
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/8/1998
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/22/1989

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Packerland Brokerage Services, Inc.Current
6/8/1998 – Green Bay, WI
Guardian Investor Services Corporation
5/23/1994 – 8/26/1995New York, NY
ELAN Investment Services, Inc.
1/8/1991 – 6/10/1994Morris Plains, NJ
Metlife Securities Inc.
5/23/1989 – 1/4/1991Springfield, MA
Metropolitan LIFE Insurance Company
5/23/1989 – 1/4/1991New York, 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 1995 – 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

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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. William Scott Van Ess 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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William Scott Van Ess (Packerland Brokerage Services)