Lori Ann Miller (CRD#5877053) and PACKERLAND BROKERAGE SERVICES, INC.
We help investors recover losses
If you were a client of this investment advisor, the securities lawyers at Halling & Cayo, S.C. would like to hear from you. We are analyzing potential claims related to the suitability of investments recommended by this broker.
If a customer makes a complaint regarding a broker, it must be reported to the appropriate regulatory bodies, ensuring that a record of the dispute is available to the public.
Claim(s) Made Against Lori Ann Miller:
Claim Date: 3/12/2026
“Client was invested in the Blue Rock Total Income and Real Estate Fund. In October of 2025 client expressed his desire to transfer his accounts to another firm. During this Blue Rock was in the process of converting from a closed end fund to a NYSE listed security (BPRE). Transfers and liquidations were not permitted until after the conversion. The registered representative notified both the client and the receiving firm that they could submit transfer instructions on December 16, 2025. On the date of conversion, December 16, 2025, the shared priced dropped considerably to $14.00 per share. Prior to the listing the client‘s shares were valued at $25.12 per share. The receiving firm did not submit instructions to Blue Rock until January 6, 2026, resulting in a sale on January 7, 2026. The client has expressed dissatisfaction on the timing of his transfer and ultimate sale of his Blue Rock position, resulting in a loss of $54, 193.46. The client filed a complaint with the State of Kansas on or around January 27, 2026. The firm became aware of the written complaint on March 12, 2026, via an investigation request from the Kansas Department of Insurance. Registered representative denies allegations of wrongdoing and will vigorously defend.”
This claim, as of this posting, is currently Denied with a claim amount of $54,139.46 .
