Michael
Pfenninger
M Holdings Securities, Inc
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About this Advisor
Michael Pfenninger is a financial advisor based in Portland, Oregon, working with M Holdings Securities, Inc. Michael has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Manhattan College, Massmutual, Diamond Nation, Mass Mutual Life Insurance Co, and Mml Investors Services, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Michael is part of M Holdings Securities, Inc, which operates out of Portland, Oregon. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$4,513,584,910
706
9,871
$457,257
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
Michael Pfenninger Work History
Mass Mutual Life Insurance Co
Mml Investors Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Massmutual
Manhattan College
Diamond Nation
Disclosures
Please visit the SEC profile of Michael Pfenninger 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
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Portland, OR
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Portland, OR
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