William Van Ess

401(k) Bio

Retirement Plans and Retirement Planning is a major focus of my business and has been for almost 25 years.  I am one of a select few PLANSPONSOR Retirement Plan Professionals (PRP) in Wisconsin, which demonstrates my commitment to the Retirement Plan industry.  Along with the PRP designation, I am also a Certified Financial Planner and a Chartered Financial Consultant.  Not only will your employees have a great retirement plan, they will also have a knowledgeable financial advisor helping them plan for their retirement and assist them when it is time to retire.

I take great pride in providing the best retirement plan advice and service to my clients.  I guide and assist my clients in selecting the best retirement plan, plan design and Third Party Administrator for their company and make sure they stay compliant year after year through annual plan reviews, employee education and quarterly enrollment meetings.  Fiduciary Services are added to all plans to reduce the liability risk to the Plan Trustees and the company.

I strive to approach all situations with confidence, honesty and integrity. I will treat all clients with the respect and dignity that they expect and deserve. It is my goal to achieve total client and advisor satisfaction. Over 94% of my new clients are referred to me…my success is a direct result of continued customer satisfaction and loyalty!

I am looking forward to working with you and assisting you as you make an informed decision for your company retirement plan…the best decision for your company, for your employees and for you!

Bill Van Ess

Packerland Brokerage Services, Inc.

P.O. Box 10947

Green Bay, WI  54307

(920) 880-1582

Years of experience: 30

Counties Served:  Brown, Kewaunee, Door, Manitowoc, Calumet, Winnebago, Outagamie, Waupaca, Shawano, Oconto, Menominee, Marinette

Financial Registrations:  Series 7, 6, 63 Investment Advisor Representative

Insurance Licenses: Life, Accident/Health, Property, Casualty, Life Settlement

Phone 920-884-2850