M Financial Group Employee Directory

Financial ServicesOregon, United States201-500 Employees

With more than 135 Member Firms in 36 states and the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.



M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC.

Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness.

This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.

The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

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M Financial Group Global Highlights

North America
491

United States Of America
490
Canada
1

Asia
7

India
7

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
Netherlands
1

Africa
4

Nigeria
1
Zambia
1
Ethiopia
1
Uganda
1

Oceania
2

Australia
2

M Financial Group's Leadership

F. D.
Chief Compliance Officer
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S. L.
Chief Operating Officer
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T. K.
Chief Strategy And Corporate Development Officer
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C. B.
Chief Actuary & Vp Reinsurance
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W. T.
Vice President - Marketing & Events
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H. A.
Vice President Operations
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J. C.
Vice President Of Government Relations
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S. S.
Vice President And Manager, Actuary
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M Financial Group Employee Metrics

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50%

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2024

2023

Analytics
Operations
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Finance
Accounting
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Contact profiles from M Financial Group

Name

Title

Contact Info

Location

Last Update

M. S. S.
Head Of Wealth Solutions, President/Ceo Of M Holdings Securities
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Email
United StatesOregon
Sep 26, 2024
W. T.
President & Ceo
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United StatesFlorida
Sep 07, 2023
J. S.
Director Of Cyber Security/Ciso
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Email
United States
Oct 07, 2024
C. H.
Executive Assistant For Chief Legal Officer
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United States
Jun 25, 2024
C. S.
President & Coo, M Financial Re
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United StatesOregon
Sep 09, 2024
F. D.
Chief Compliance Officer
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Email
United StatesOregon
Jul 09, 2024
K. W.
Vice President, Partner Relations
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Email
United StatesOregon
Aug 19, 2024
R. M.
President & Chief Executive Officer
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United StatesCalifornia
Feb 21, 2024
S. W.
Executive Assistant To Cfo
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Email
United StatesOregon
Jun 25, 2024
S. A.
Vp & Cco
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Email
United StatesSouth Dakota
Jul 09, 2024

Frequently Asked Questions

What is M Financial Group known for?

M Financial Group operates in the Financial Services industry. The company's main headquarters is located in M Financial Plaza 1125 NW Couch Street, Suite 900 Portland, Oregon 97209 US; you can contact the main corporate office by phone at

+1-503-238-****

. Explore M Financial Group's company overview page for more information.

What is M Financial Group's most common email format?

M Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more M Financial Group email formats with LeadIQ.

How many employees does M Financial Group have currently?

M Financial Group has approximately 275 employees as of September 2024. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are M Financial Group's key employees and leadership?

As of September 2024, M Financial Group's key employees include:

Chief Compliance Officer: F. D.
Chief Operating Officer: S. L.
Chief Strategy And Corporate Development Officer: T. K.
Chief Actuary & Vp Reinsurance: C. B.
Vice President - Marketing & Events: W. T.

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