M Holdings Securities, Inc.

Overview

M Holdings Securities, Inc. is a Broker Dealer and registered investment adviser based in Portland, OR, registered since 1997. It reports $3.2B in assets under management across 8,115 accounts, with 1,442 employees. Its 658 registered representatives work across 146 branch offices in 37 states.

Reported AUM

$3.2B

Discretionary

61%

Accounts

8,115

Average account

$395K

Employees

1,442

Registered reps

658

Branch offices

146

Registered since

1997

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Private Placements
• Retirement/Pension Products
• Stock
• 2 more

Executive officers 3 of 4

• Michael Ski Schoonmaker Chief Executive Officer CRD 2408456
• Laura Elizabeth Haney-jackson Vice President, Principal Operations Officer CRD 4771801
• Maria Renee Rogers Principal Financial Officer CRD 2442526

1 more executive officer, with direct contact details

Registered reps 3 of 658

• Michael Morrison Acromite Registered Rep · Investment Adviser Rep CRD 7132055
• Olusola Adesegun Registered Rep CRD 6569563
• Vivian Salome Aguero Insurance Agent · Registered Rep CRD 1296629

655 more registered reps, with emails, phones and branch locations

Location

Headquarters

1125 NW Couch St Ste 900
Portland, OR 97209

County

Multnomah

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Branch offices

146 in 37 states, including Charlotte, NC, Denver, CO and Needham, MA

Registrations

• SEC registered, corporation formed in Oregon
• Registered in 53 jurisdictions
• Website: msecurities.netxinvestor.com

Every state, with registration dates

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