Best Investors Account Sign in
Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-05-29
  • MI RA
    APPROVED
    Since 2026-05-29

Branch Locations

54870 N Main Street, Mattawan, MI 49071 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
James Miller Financial Kalamazoo MI 06/2023 12/2024
Yinger Pharmacy Shoppe Monroe MI 06/2018 07/2022
M Holdings Securities Inc Portland OR 12/2024 Present
Student Kalamazoo MI 07/2022 06/2023
Student Monroe MI 01/2016 06/2018
Doerschler & Assoc Wealth Mgmt Mattawan MI 12/2024 Present
  • 06/2023 → 12/2024
    James Miller Financial
    Kalamazoo, MI
  • 06/2018 → 07/2022
    Yinger Pharmacy Shoppe
    Monroe, MI
  • 12/2024 → Present
    Portland, OR
  • 07/2022 → 06/2023
    Student
    Kalamazoo, MI
  • 01/2016 → 06/2018
    Student
    Monroe, MI
  • 12/2024 → Present
    Doerschler & Assoc Wealth Mgmt
    Mattawan, MI
Other Businesses

1) Doerschler & Associates Wealth Management; 54870 N Main Street, Mattawan, MI 49071; M Financial Group Member Firm Employee; Investment related; Client Service Associate; Client service and preparing review materials; 12/16/2025; 160 ho/mo; 130 ho/mo during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-29
S63 Uniform Securities Agent State Law Examination 2026-04-10
  • S65 Uniform Investment Adviser Law Examination
    2026-05-29
  • S63 Uniform Securities Agent State Law Examination
    2026-04-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mattawan, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor