Heidi
Pederson

M Holdings Securities, Inc

CRD#3179397
Investment Advisor
in Minneapolis, MN

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About this Advisor

Heidi Pederson is a financial advisor working out of Minneapolis, Minnesota with a total of 4 years of industry experience. Pederson is an advisor for M Holdings Securities, Inc. Over the course of their career, they have held roles at Heidi Pederson Coaching, Old National Bank (Formerly: Anchor Bank, N.A.), Lpl Financial LLC, M Holdings Securities, Inc and Via Forte. Pederson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota. M Holdings Securities, Inc is an advisory firm that has its headquarters in Portland, OR. It has offices in 105 locations and a total of 738 employees. It manages $4 billion in assets under management across its 10,065 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 10,065 client accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets. M Holdings Securities, Inc has a diverse set of services, such as 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. Financial advisory fees vary depending on which service is provided. Fee types billed by M Holdings Securities, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

Office Location

1700 West 82Nd St., Ste. 180
Minneapolis, MN 55431

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$3,932,369,637

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

738

MN Average: 50
Total Number of Accounts

10,065

MN Average: 1,309
Average Account Size

$390,697

MN Average: $855,770

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

Heidi Pederson Work History

Heidi has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

M Holdings Securities, Inc

2019 - Present (5 years)

Via Forte

2012 - Present (12 years)

Heidi Pederson Coaching

2013 - 2019 (6 years)

Old National Bank (Formerly: Anchor Bank, N.A.)

2013 - 2019 (6 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Heidi Pederson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at M Holdings Securities, Inc

Jason Hildebrant
Portland, OR
Amy Palmer
Portland, OR
Eugene Lovasco
Portland, OR
Brian Coleman
Portland, OR
Andrew Miner
Portland, ME
Jason Duffy
Rochelle Park, NJ
Benjamin Hall
Newtown, PA
Steven Wight
San Rafael, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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