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 recorded as a corporation that has been SEC-registered since 2006. The FINTRX snapshot lists the firm’s owner type as a mix of a domestic entity and an individual and classifies the firm as "Unclassified." The profile indicates the firm is not a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not provide detail on the firm’s advisory or business activities, and no investment preferences or manager allocation interests are reported.
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 4Maria 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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