Fred Herman Marshall
Investment adviser representative at Packerland Brokerage Services, Inc.
48 yearsExperience
10 statesRegistered in
ChFC®Designation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
48 years in the industry.
- Packerland Brokerage Services, Inc.Dec 2005 to now
- Marshall FinancialFeb 2005 to now
- Fhm InvestmentsJan 1978 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 10 states (CA, FL, GA, HI, IL, MI, NM, OR, WA, WI).
Packerland Brokerage Services, Inc.
$1.4BAssets managed
4,868Clients
177Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1782247
- Firm CRD
- 37031