Andrew Kapper, financial advisor Olney IL

Andrew Kapper

CRD Number: 5753222
Current Firm: Packerland Brokerage Services, Inc.

Andrew Kapper (CRD# 5753222) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Olney, IL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Packerland Brokerage Services Inc. Green Bay, WI Jan 2012 - Current 12
Kapper & Co Ltd Olney, IL Jan 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Andrew D. Kapper
Phone Number: 920-662-9500
Registered State(s):
  • FL
  • IL
By the Numbers
  • Total Assets Under Management
    854
    MILLIONS
  • Total Number of Accounts
    4,831
    ACCOUNTS
  • Average Account Value
    $176,825
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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