M Financial Securities Marketing, Inc.
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 139304
- Registered since
- May 19, 2006
- Website
- www.mfin.com
Firm profile
FINTRXOverview
M Financial Securities Marketing, Inc. is organized as a corporation and has been registered with the SEC since 2006. Ownership is listed as a combination of a domestic entity and an individual. The firm is designated as unclassified in the snapshot data and is not identified as a capital allocator. Snapshot fields indicate the firm does not report active ESG investing activity, is not labeled a multi-state adviser, and is not marked as a pension consultant or related adviser. Publicly available summary fields and the FINTRX snapshot provide limited operational detail about product lines, client segments, or advisory activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Steven Ludwig
Chief Compliance OfficerCRD 2440911
Contacts
3 of 3Maria Rogers
Sr. Accounting ManagerCRD 2442526
Laura Haney-jackson
Director of Wealth ServicesCRD 4771801

Michael Schoonmaker
SVPCRD 2408456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 1125 Nw Couch St
- Time zone
- PT (UTC-8)
- Office locations
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