Kalamazoo, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
M HOLDINGS SECURITIES, Inc.
Multi-team
Firm-wide stats for M HOLDINGS SECURITIES, Inc.
About
M Holdings Securities, Inc. serves individuals (including high‑net‑worth clients), retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services described in its brochure, including discretionary and non‑discretionary investment management (wrap programs such as WealthPursuit and the M Wealth MPP wrap), retirement plan consulting, financial planning, insurance advisory for VA/VUL and PPI products, and sub‑advisory/TPAM arrangements.
M Holdings collects client information (assets, risk tolerance, time horizon, tax considerations) to make suitability‑based recommendations and generally provides ongoing monitoring and at least annual reviews; advisory authority may be discretionary in many of its programs. Investment management is delivered both by Financial Professionals acting as portfolio managers and by selecting and overseeing third‑party sub‑advisors and model portfolios (including affiliated sub‑advisor M Wealth), and the firm uses platform providers (for example Envestnet) and custodial arrangements to support trading, reporting, and fee billing.
The firm’s brochure highlights several features that distinguish it from many peers: it operates as both an SEC‑registered investment adviser and a FINRA‑member broker‑dealer (including acting as distributor for affiliated M Funds and as an introducing broker‑dealer), it participates in co‑advisory and promoter/solicitor relationships with other RIAs, and it provides period account updates and access to publications and practice‑management materials for Financial Professionals. The brochure also discloses the resulting conflicts of interest from revenue‑sharing, promoter fees, and proprietary affiliations, and it discloses prior SEC and FINRA regulatory matters.
Based on M HOLDINGS SECURITIES, Inc.
Location
244 North Rose Street
Kalamazoo MI 49007
Advisors at this office
5
Advisors at this office
Jeremy H
Series 65
Kalamazoo, MI
M HOLDINGS SECURITIES, Inc.
Jeremy Heavey is a financial advisor with M Holdings Securities, Inc. based in Kalamazoo, MI. He holds a Series 65 designation and has four years of industry experience. Prior to joining Rose Street Advisors in 2021, he spent ten years at gracespring Bible Church. He also volunteers providing guidance and coaching to the nonprofit organization Edge Community, Inc. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement consulting and insurance advisory solutions.
Scott H
CFP®, Series 63, Series 65
Kalamazoo, MI
M HOLDINGS SECURITIES, Inc.
Scott Higgins is a CFP® professional with 25 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. and Rose Street Advisors since 2012. He serves on the finance committee of Kalamazoo Neighborhood Housing Services. M HOLDINGS SECURITIES, Inc. operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a broad range of advisory and brokerage services to individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals.
Zachary S
Series 66
Kalamazoo, MI
M HOLDINGS SECURITIES, Inc.
Zachary Saltzgaber is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Ernst & Young and Byron Center Public Schools. M HOLDINGS SECURITIES, Inc. serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations 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 financial planning, supported by platform providers and a combination of in-house portfolio management and third-party sub-advisors.
Julia S
Series 65
Kalamazoo, MI
M HOLDINGS SECURITIES, Inc.
Julia Sanders is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 credential and four years of industry experience. She has previously worked at Gasaway Investment Advisors, Inc. and held roles in education at Davenport University and Kalamazoo Valley Community College. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals. The firm offers a broad mix of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.
Cory S
Series 65
Kalamazoo, MI
M HOLDINGS SECURITIES, Inc.
Cory Shaver is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Rose Street Advisors and Summit Pointe. Cory’s background also includes a role at Western Michigan University. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a network of independent firms. The firm offers a range of advisory and brokerage services, combining investment management with retirement plan consulting and insurance advisory, supported by both in-house portfolio managers and third-party sub-advisors.
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