M Financial Securities Marketing, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Portland, Oregon
CRD number
139304
Registered since
May 19, 2006

Firm profile

FINTRX

Overview

M Financial Securities Marketing, Inc. is organized as a corporation and is recorded in FINTRX as having been SEC-registered in 2006. The platform lists its owner type as both a domestic entity and an individual and classifies the firm as "Unclassified." FINTRX indicates the firm is not a capital allocator and is not identified as an active ESG investor. Several typical profile fields—such as client base, fee structure, stated business activities, and advisory activities—are not populated in the FINTRX entry for M Financial Securities Marketing, Inc. The record also notes that the firm is not designated as a multistate adviser and is not a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Steven Ludwig

    Chief Compliance OfficerCRD 2440911

Contacts

3 of 3
  • Michael Schoonmaker

    Michael Schoonmaker

    SVPCRD 2408456

  • Maria Rogers

    Sr. Accounting ManagerCRD 2442526

  • Laura Haney-jackson

    Director of Wealth ServicesCRD 4771801

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth