John
Wendland
M Holdings Securities, Inc
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About this Advisor
John Wendland is a financial advisor based in Portland, Oregon, with a total of 1 year of relevant experience. Wendland is an employee of M Holdings Securities, Inc. During their career, Wendland has held roles at Umkc Student Athlete Support Services Office, Ryan George, Waddell & Reed, University Of Missouri Kansas City, Bryan Buckley, Mark Holder, Thane Bernbeck, Northwestern Mutual Investment Services LLC, Cambridge Investment Research, Inc, Aldrich Wealth Lp, M Holdings Securities, Inc and M Financial Asset Management. Wendland maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. M Holdings Securities, Inc is a registered investment company that has its headquarters in Portland, OR. The firm has offices in 105 locations and a total of 738 employees. It manages $4 billion in assets under management among its 10,065 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 10,065 client accounts, 17% are associated with high-net-worth investors who have greater than $1 million in investable assets. M Holdings Securities, Inc offers a number 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. Fees for financial advice typically are based on the type of services provided. Fee types billed by M Holdings Securities, Inc can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$3,932,369,637
738
10,065
$390,697
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 Wendland Work History
John has been registered as a financial advisor for 1 years.*
M Holdings Securities, Inc
M Financial Asset Management
Aldrich Wealth Lp
Cambridge Investment Research, Inc
Northwestern Mutual Investment Services LLC
Bryan Buckley
Waddell & Reed
Bryan Buckley
Ryan George
Mark Holder
Thane Bernbeck
Bryan Buckley
Umkc Student Athlete Support Services Office
University Of Missouri Kansas City
*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 John Wendland 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
Rochelle Park, NJ
Portland, OR
San Rafael, CA
Portland, ME
Portland, OR
Tampa, FL
Portland, OR
Portland, OR
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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