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Advisor Services

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Funds Used With Clients

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Firm Client types

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No timeline events available.
Employer Years Dates
Blue Cross Blue Shield 11 years, 5 months Nov 2008 - Present
M Holdings Securities, Inc. 19 years, 10 months Jun 2000 - Present
Cal Surance Benefit Plans 24 years, 9 months Jul 1995 - Present

Designations & Memberships

  • National Association of Insurance and Financial Advisors
    National Association of Insurance and Financial Advisors
    NAIFA comprises more than 600 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Articles and Answers

Insights by John Vogelzang

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Ask a financial questionAsk a question
With all the new fee disclosure rules and regulations it also brings to the forefront the broker fees. Is there anything we can use to measure the fees we pay to the broker against other brokers?
Sandy- that is a great question. Evan's answer was good, short and concise. George provided a very in depth overview of what the various fees are comprised of and where they are found. We too use Brightscope and Judy Diamond as a base platform to identify what brokers are being paid, however, thes...  (more)
Answered May 2012
Is my 401k protected if I file for bankruptcy?
Hi Edward- your 401(k) qualified retirement plan assets are protected under the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 from personal bankruptcy. Under this act all tax-exempt retirement plan accounts including 401(k) plans, traditional IRAs, Roth IRAs, 403(b) plans, 457(b) ...  (more)
Answered May 2012
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Dec 24, 2019
    • license status
    • disclosures
    • as of date
      Dec 24, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


    M Holdings Securities, Inc.

    Last updated on March 30, 2020
      • $3.8B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 9K
      • $406.8K
        Estimated Average Account Balance


    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Commissions