Best Investors Account Sign in
Inactive

John Hogan Wendland

M Financial Asset Management, Inc.

Portland, OR

M Holdings Securities, Inc.

Portland, OR

Claim This Profile
Current Employers
M Financial Asset Management, Inc.

1125 Nw Couch St Ste 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-11-07
  • OR RA
    APPROVED
    Since 2022-11-07

Branch Locations

1125 Nw Couch St Ste 900, Portland, OR 97209 • United States

M Holdings Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-10-05
  • OR RA
    APPROVED
    Since 2022-10-05

Branch Locations

1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • 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
Bryan Buckley Leawood KS 11/2015 12/2016
Northwestern Mutual Investment Services Llc Leawood KS 07/2016 06/2017
Bryan Buckley Leawood KS 12/2016 06/2017
Cambridge Investment Research, Inc. Fairfield IA 06/2017 01/2019
Aldrich Wealth Lp Lake Oswego OR 07/2019 08/2022
Unemployed Kansas City MO 01/2019 07/2019
M Holdings Securities, Inc. Portland OR 09/2022 Present
M Financial Asset Management Portland OR 09/2022 Present
  • 11/2015 → 12/2016
    Bryan Buckley
    Leawood, KS
  • 07/2016 → 06/2017
    Northwestern Mutual Investment Services Llc
    Leawood, KS
  • 12/2016 → 06/2017
    Bryan Buckley
    Leawood, KS
  • 06/2017 → 01/2019
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 07/2019 → 08/2022
    Aldrich Wealth Lp
    Lake Oswego, OR
  • 01/2019 → 07/2019
    Unemployed
    Kansas City, MO
  • 09/2022 → Present
    M Holdings Securities, Inc.
    Portland, OR
  • 09/2022 → Present
    M Financial Asset Management
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-04
S63 Uniform Securities Agent State Law Examination 2016-09-30
  • S65 Uniform Investment Adviser Law Examination
    2020-02-04
  • S63 Uniform Securities Agent State Law Examination
    2016-09-30
Other Names
  • Jack Wendland

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor