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Kari M

Series 63, Series 65

Seattle, WA

M HOLDINGS SECURITIES, Inc.

Kari Maenhout is a financial advisor with M Holdings Securities, Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and has 26 years of industry experience. Her prior work includes roles at Russell Investments and Cadence Wealth Management, LLC. She also provides due diligence services as an independent contractor for a financial institution focused on investment manager oversight. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both portfolio managers and third-party sub-advisors.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Rodney B

Series 63, Series 65

Seattle, WA

M HOLDINGS SECURITIES, Inc.

Rodney Bench is a financial advisor with M HOLDINGS SECURITIES, Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes roles at Pillar International Insurance Advisors, LLC, Columbia Pacific Wealth Management, Ra Bench, Inc., and Nathan & Lewis Securities, Inc. Outside of advisory work, he is a member of Two Belles Farm, a vineyard that grows and sells wine grapes. M HOLDINGS SECURITIES, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm provides advisory and brokerage services such as investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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