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Last updated on Aug. 2, 2019
    • $2.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 8K
    • $337.4K
      Estimated Average Account Balance


Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.


Current Advisors

# of advisors


name start date
Steve Gardner, CFP®
January 2011
J. Bryant Evans
September 2009
S. Craig Kiddoo, CPA
October 2012
John Daniel Vogelzang
August 2000
Gregory F. Dillon, CFA, CLTC
October 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Insurance Agency -- --
    M Financial Asset Management, Inc. IAR $872,356,674
    M Financial Investment Advisers Inc IAR $579,597,279
    M Financial Re -- --
    M Financial Securities Marketing, Inc. Broker-Dealer --



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Constantine Pelos Chief Compliance Officer June, 2018 less than 5%
      Westley Vander Thompson Director September, 2017 less than 5%
      Randall Mark O'Connor Director October, 2016 less than 5%
      Bridget Mary Mcnamara-Fenesy President And Chief Executive Officer April, 2017 less than 5%
      Maria Renee Rogers Financial Principal September, 2007 less than 5%
      Kevin Bruce Kukar Treasurer June, 2006 less than 5%
      David Walter Schutt Secretary February, 2004 less than 5%
        Source: SEC


        Types of Compensation Arrangements

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