Funds Used With Clients
Firm Client types
|Blue Cross Blue Shield||11 years, 3 months||Nov 2008 - Present|
|M Holdings Securities, Inc.||19 years, 9 months||Jun 2000 - Present|
|Cal Surance Benefit Plans||24 years, 8 months||Jul 1995 - Present|
Designations & Memberships
National Association of Insurance and Financial AdvisorsMembershipNAIFA 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
AnswersAsk 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
Licenses & Conducts
M Holdings Securities, Inc.
$2.8BTotal Assets Under Management
N/ATotal Assets Under Advisement
$337.4KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees