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 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

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
  • Maria Rogers

    Sr. Accounting ManagerCRD 2442526

  • Laura Haney-jackson

    Director of Wealth ServicesCRD 4771801

  • Michael Schoonmaker

    Michael Schoonmaker

    SVPCRD 2408456

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