A complete list of active advisors currently associated with M2 Financial LLC

Warmer can help you find a great advisor at M2 Financial LLC or one who fits your needs even better.

M2 Financial LLC is a team‑based registered investment adviser with five advisors and approximately $84.1 million in discretionary assets, serving individuals (including high‑net‑worth clients) and charitable organizations. The firm offers ongoing portfolio management, written investment policy statements, and financial planning (a fixed‑fee plan is available), and it provides asset management through sub‑advisory/model arrangements with AE Wealth Management. M2 Financial generally manages client accounts on a discretionary basis and tailors portfolios to each client’s goals, risk tolerance, and time horizon, with regular monitoring and rebalancing. Its methods of analysis include fundamental, quantitative, technical and modern portfolio theory, and its strategy set explicitly includes options trading, short sales, margin and other derivatives—including the use of derivatives within separately managed accounts—which the brochure identifies as part of its trading toolkit. Noteworthy distinctions include the firm’s recent formation and SEC registration in 2023 and its material affiliations with an insurance agency under common control, where principals receive commissions and the firm may refer clients to affiliated estate‑planning software; these relationships are disclosed as potential conflicts of interest. The firm also discloses reliance on custodian relationships (including access to broker research/soft‑dollar benefits) and standard custody/reporting procedures, and it may use third‑party model managers provided through its AE Wealth sub‑advisory arrangements.

To learn more about the advisors currently working at M2 Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.