Harbour Investments
44yrs
Top advisor by experience in Green Bay
16yrs
Chad Rohm is a fiduciary financial advisor in Green Bay, Wisconsin, with 16 years in the industry. Chad joined Packerland Brokerage Services in 2015, 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
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
Office432 Security Blvd. Suite. 101, 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.
Career
- 2015 – nowPackerland Brokerage Services, Inc.Current firm
Contact Chad
(920) 662-9500Packerland Brokerage Services main office 432 Security Blvd. Suite. 101Green Bay, WI 54313Office · Get directions LinkedIn pagePackerland Brokerage Services
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Questions to ask Chad
Tailored to Chad’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 Chad
How do I contact Chad?
Call Packerland Brokerage Services at (920) 662-9500 and ask for Chad Rohm. Chad works from the Green Bay, WI office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2011, about 16 years. More experience than 51% of advisors nationwide.
What licenses does Chad hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Packerland Brokerage Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Chad 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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