M Financial Securities Marketing, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
5
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 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

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 4
  • Maria Rogers

    Sr. Accounting ManagerCRD 2442526

  • Laura Haney-jackson

    Director of Wealth ServicesCRD 4771801

  • Michael Schoonmaker

    Michael Schoonmaker

    SVPCRD 2408456

Unlock 1 more contacts

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