Harbour Investments
44yrs
Top advisor by experience in Green Bay
19yrs
Derek Border
Full name on record: Derek Wayne Border
Financial advisor at Packerland Brokerage Services
Derek Border is a fiduciary financial advisor in Green Bay, Wisconsin, with 19 years in the industry. After seven years at Sorrento Pacific Financial and a year at Edward Jones, Derek joined Packerland Brokerage Services in 2016, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 473 advisors with offices in Green Bay, and one of 429 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors nationwide
Office432 Security Blvd., Green Bay, WI 54313
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$277,427
Advisors at the firm177
States licensed ?1 state
Services through Packerland Brokerage Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowPackerland Brokerage Services, Inc.Current firm
- 2009 – 2016Sorrento Pacific Financial, LLCPreviously
- Oct 2007 – Dec 2008Edward JonesPreviously
Questions to ask Derek
Tailored to Derek’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Derek
How do I contact Derek?
Call Packerland Brokerage Services at 920-662-9500 and ask for Derek Border. Derek works from the Green Bay, WI office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2007, about 19 years. More experience than 59% of advisors nationwide.
What licenses does Derek hold?
Series 66. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Packerland Brokerage Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Derek for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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