John
Vogelzang

M Holdings Securities, Inc

CRD#2214540
Investment Advisor
in Torrance, CA

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About this Advisor

John Vogelzang is a financial advisor based out of Torrance, California, with 24 years of financial industry experience. Vogelzang is on the advisory team at M Holdings Securities, Inc. Over the course of their career, Vogelzang has held roles at Cal Surance Benefit Plans, M Holdings Securities, Inc and Blue Cross Blue Shield. Vogelzang holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. M Holdings Securities, Inc is a company that has its headquarters in Torrance, California. The investment advisory business has offices in 108 locations and a total of 852 advisors. It oversees $3 billion in assets among its 8,297 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 8,297 accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types charged by M Holdings Securities, Inc can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2377 Crenshaw Blvd, Ste 150
Torrance, CA 90501

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$2,799,355,830

CA Average: $1,120,203,312
Total Number of Employees

852

CA Average: 50
Total Number of Accounts

8,297

CA Average: 1,309
Average Account Size

$337,394

CA Average: $855,770

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

John Vogelzang Work History

John has 25 years of experience.

2008 - Present (12 years)

Blue Cross Blue Shield

2000 - Present (20 years)

M Holdings Securities, Inc

1995 - Present (25 years)

Cal Surance Benefit Plans

Disclosures

John Vogelzang has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at M Holdings Securities, Inc

Christopher Burke
Detroit, MI
Heidi Pederson
Minneapolis, MN
Cameron Walsh
Portland, OR
Brittney Malhoit
Portland, OR
Alexander Heyniger
West Hartford, CT
Scott Fischer
Independence, OH
Jeffrey Dattolo
Portland, OR
Luther Lockwood
Charlotte, NC

This content was compiled from the SEC and FINRA.

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