A complete list of active advisors currently associated with MPM Financial Corporation

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

MPM Financial Corporation provides discretionary asset management primarily for individual investors and also delivers services to qualified retirement plans, including limited-scope ERISA 3(21) fiduciary support for 401(k), 403(b), pension, profit-sharing, cash balance and deferred compensation plans. The firm documents client goals, time horizons and risk tolerances and offers ongoing portfolio monitoring and financial consulting as part of its asset management services. The firm constructs and manages portfolios using a mix of fundamental, technical, charting and cyclical analysis and tailors investment selection and asset allocation to each client’s stated objectives. MPM may manage accounts directly or place clients in portfolios composed solely of American Funds through the American Funds Service Company program, and it may appoint model portfolio advisors or use a UMA platform to implement strategies. Noteworthy aspects include that the firm’s principal is also a licensed insurance agent, spending roughly 15% of his time selling insurance products and receiving commission compensation—a relationship the brochure discloses and says is mitigated through disclosure and fiduciary duties. The firm’s explicit pension-consulting services (ERISA 3(21) limited-scope fiduciary work), use of third‑party model managers/UMA arrangements, and the option for clients to direct brokerage are distinguishing operational features called out in the brochure.

To learn more about the advisors currently working at MPM Financial Corporation, 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.

Name	Location	Years of experience
Peter O'brien	Maplewood, MN	37

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