M3 Investment Services Employee Directory

Financial ServicesMichigan, United States11-50 Employees

M3 Investment Services financial professionals have over 65 years of cumulative experience in the industry working with some of the largest investment and insurance firms in the business.  M3 Investment Services was formed because we felt we could better serve our community and clients as independent financial professionals.  All of us have a personal and professional stake in the business.

We offer financial products and services tailored to your individual needs.  M3 Investment Services is in the business for the long term and our reputation is our most valuable asset.  We expect to serve our clients through their retirement years.  We build our business slowly, primarily through referrals from satisfied clients.

_______________________________________________________________________________________________________________

The views and opinions expressed on this page are mine alone and do not represent the official views of The Lincoln Investment Family of companies or any of their affiliates.

No client was compensated to follow this page or connect with me.  The appearance of those people that have chosen to follow this page or connect with me is not an endorsement of me, M3 Investment Services or The Lincoln Investment Family of companies, or any of their affiliates.  It is not known whether such individuals approve or disapprove of our services.

Due to industry regulations, please do not post any comments on this page.

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, www.lincolninvestment.com.  M3 Investment Services and the above firms are independent and non-affiliated.

Find M3 Investment Services employees' phone numbers or email addresses

M3 Investment Services Global Highlights

Location
Employees

North America
24

Minus sign iconPlus sign icon
  • United States Of America
    24

Asia
5

Minus sign iconPlus sign icon
  • India
    5

M3 Investment Services's Leadership

  • Stylized image of a person
    M. O.
    Life Insurance Specialist / Controller
    Phone icon
  • Stylized image of a person
    A. W.
    Fund Manager
    Phone icon
  • Stylized image of a person
    S. G.
    Fund Manager
    Phone icon
  • Stylized image of a person
    C. T.
    Fund Manager
    Phone icon
  • Stylized image of a person
    S. M.
    Manager Of Operations
    Phone icon
  • Stylized image of a person
    K. M.
    Administrative Assistant And Data Manager
    Phone icon
  • Stylized image of a person
    L. F.
    Account Manager
    Phone icon
  • Stylized image of a person
    M. M.
    Investment Analyst
    Phone icon

Contact profiles from M3 Investment Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. O.
    Life Insurance Specialist / Controller
    Phone icon
    United StatesMichigan
    Oct 21, 2025
  • Stylized image of a person
    A. W.
    Fund Manager
    Phone icon
    IndiaMaharashtra
    Nov 11, 2025
  • Stylized image of a person
    S. G.
    Fund Manager
    Phone icon
    IndiaMaharashtra
    Aug 26, 2025
  • Stylized image of a person
    C. T.
    Fund Manager
    Phone icon
    India
    Nov 14, 2025
  • Stylized image of a person
    S. M.
    Manager Of Operations
    Phone icon
    United StatesMichigan
    Oct 25, 2025
  • Stylized image of a person
    K. M.
    Administrative Assistant And Data Manager
    Phone icon
    United StatesMichigan
    Aug 02, 2024
  • Stylized image of a person
    L. F.
    Account Manager
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    M. M.
    Investment Analyst
    Phone icon
    IndiaGujarat
    Nov 15, 2025
  • Stylized image of a person
    A. F.
    Financial Advisor
    Phone icon
    United StatesMichigan
    Nov 14, 2025
  • Stylized image of a person
    A. V. M.
    Financial Advisor
    Phone icon
    United StatesMichigan
    Oct 25, 2025

Frequently Asked Questions

What is M3 Investment Services known for?

Minus sign iconPlus sign icon
M3 Investment Services was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore M3 Investment Services's company overview page for more information.

What is M3 Investment Services's most common email format?

Minus sign iconPlus sign icon
M3 Investment Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more M3 Investment Services email formats with LeadIQ.

How many employees does M3 Investment Services have currently?

Minus sign iconPlus sign icon
M3 Investment Services has approximately 21 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are M3 Investment Services's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, M3 Investment Services's key employees include:

  • Life Insurance Specialist / Controller: M. O.
  • Fund Manager: A. W.
  • Fund Manager: S. G.
  • Fund Manager: C. T.
  • Manager Of Operations: S. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.