William Edward Stoddart

Employer firm

M Holdings Securities, Inc. CRD 43285

$3.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 05/2015 → Present
  Mcinnes Group
  Fairway, KS
• 08/2016 → Present
  M Holdings Securities, Inc.
  Portland, OR

Other Businesses

1) WES LLC; 2413 WEST 123RD TERRACE, LEAWOOD, KS 66209; 01/2019; OWNER; RECEIVES COMMISSIONS PAID FROM MCINNES GROUP; INVESTMENT RELATED; 10 HOURS/MONTH; 10 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS. 2) MCINNES GROUP INC; 3500 W 75TH, SUITE 200, PRAIRIE VILLAGE KS 66208; INSURANCE; INVESTMENT RELATED; VP OF FINANCIAL SERVICES; INSURANCE SALES, ASSISTING OTHER PRODUCERS IN INSURANCE SALES; 3/15/2015; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2019-07-15
• S63 Uniform Securities Agent State Law Examination
  1983-02-10

Other Names

• Bill Stoddart