Statements (50)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:acquisition |
Acquired several regional firms
|
| gptkbp:affiliation |
gptkb:National_Association_of_Insurance_Commissioners
gptkb:Financial_Planning_Association gptkb:Association_for_Advanced_Life_Underwriting |
| gptkbp:awards |
Best Places to Work
Top 100 Independent Broker-Dealers Best_Insurance_Agency_Awards |
| gptkbp:communityInvolvement |
Sponsorships
Charitable Contributions Volunteer_Programs |
| gptkbp:customerBase |
Financial Advisors
Insurance Agents Wealth Managers |
| gptkbp:focus |
Financial Advisors
High Net Worth Individuals Insurance Professionals |
| gptkbp:founded |
1978
|
| gptkbp:founder |
Mike McGowan
|
| gptkbp:headquarters |
gptkb:Portland,_Oregon
|
| https://www.w3.org/2000/01/rdf-schema#label |
M Financial Group
|
| gptkbp:industry |
Insurance
|
| gptkbp:leadership |
Executive Team
Board_of_Directors |
| gptkbp:mission |
To provide innovative financial solutions
To empower financial professionals To enhance client relationships |
| gptkbp:network |
Resource Sharing
Collaborative Partnerships National_Network_of_Advisors |
| gptkbp:numberOfEmployees |
Over 200
|
| gptkbp:parentCompany |
gptkb:M_Financial_Holdings,_Inc.
|
| gptkbp:partnerships |
Broker-Dealers
Insurance Carriers Independent_Financial_Advisors |
| gptkbp:revenue |
$100 million (approx.)
|
| gptkbp:serviceArea |
gptkb:United_States
|
| gptkbp:services |
Financial Planning
Investment Services Insurance Products |
| gptkbp:subsidiary |
gptkb:M_Financial_Insurance_Services,_Inc.
gptkb:M_Financial_Securities,_LLC |
| gptkbp:technology |
Financial_Planning_Tools
Client_Management_Systems Proprietary_Software_Solutions |
| gptkbp:trainingPrograms |
Continuing Education
Product Training Sales Training |
| gptkbp:type |
Private_Company
|
| gptkbp:website |
www.mfin.com
|