Investments & Retirement Planning

  • Securities & advisory services offered through Packerland Brokerage Services, Inc.
    Member FINRA & SIPC

  • Retirement can be work! Let our advisors help you roll over your employer retirement plans avoiding costly taxation.

    We also have tools to help decide when to start drawing Social Security income.

  • Annuities are an important part of retirement planning for some people.

  • Traditional IRA Accounts
    ROTH IRA Accounts
    Employer Retirement Accounts
    Brokerage Accounts

FINRA
SIPC

Securities and advisory services offered through Packerland Brokerage Services, an unaffiliated entity. Member FINRA & SIPC.

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As independent advisors, we offer a broad range of financial products and solutions to fit your needs.

Dennis Kapper - Certified Public Accountant

Dennis has been Series 6 & 63 Licensed since 1995 and also licensed in Illinois for Life & Health Insurance contracts.

Andrew Kapper - Investment Advisor

Andrew has been Series 6 & 63 Licensed since 2011, adding a Series 7 in 2014 and Series 66 Investment Advisor License in 2017. Andrew is also licensed for all insurance and variable lines in Illinois.

Aaron Kapper - Investment Adivsor

Aaron is the most recent to join the investment team, becoming Series 7 & 66 licensed in July of 2020.

dennis_kapper@packerlandbrokerage.com

andrew_kapper@packerlandbrokerage.com

aaron_kapper@packerlandbrokerage.com

Securities & Advisory Services offered through Packerland Brokerage Services, Inc. Member FINRA & SIPC and a Registered Investment Advisor

Securities & Advisory Services offered through Packerland Brokerage Services, Inc. Member FINRA & SIPC.

Securities & Advisory Services offered through Packerland Brokerage Services, Inc. Member FINRA & SIPC and a Registered Investment Advisor