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Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors in Omaha, NE

Every SEC-registered investment adviser representative at a M Holdings Securities, Inc. office in Omaha, A to Z.

The short answer

3 registered advisors work at M Holdings Securities, Inc. in Omaha, out of 161 at the firm nationwide; it ranks number 77 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

M Holdings Securities, Inc. advisors in Omaha, A to Z

Every M Holdings Securities, Inc. advisor →

M Holdings Securities, Inc. advisors in every city and state →M Holdings Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

M Holdings Securities, Inc. advisors in other cities

Portland, OR 31Dallas, TX 13Tampa, FL 6Detroit, MI 5Daytona Beach, FL 4Denver, CO 4Kalamazoo, MI 4Prairie Village, KS 4Allentown, PA 3Berwyn, PA 3Chattanooga, TN 3Coral Gables, FL 3Covington, KY 3Greensboro, NC 3Newark, DE 3

Other firms in Omaha

All Omaha advisors →

Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33

Questions

How many financial advisors does M Holdings Securities, Inc. have in Omaha?

3 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is M Holdings Securities, Inc. one of the largest advisor employers in Omaha?

M Holdings Securities, Inc. ranks number 77 in Omaha by registered advisors; Cwm, LLC has the most, with 270.

How do I check a M Holdings Securities, Inc. advisor in Omaha?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the M Holdings Securities, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.