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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wendland is an investment advisor representative associated with M Holdings Securities, Inc. and M Financial Asset Management, Inc. John holds licenses for investment advisory and broker-dealer activities in Oregon. John's past roles have included positions at Cambridge Investment Research, Inc., and Northwestern Mutual Investment Services, LLC, in Kansas. John has passed Series 63 and 65 exams and also possesses Series 7 and SIE licenses. John works with individual clients, corporations, high-net-worth individuals, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OR
10/05/2022 - Present
M Holdings Securities, Inc. (PORTLAND OR)
KS
06/27/2017 - 01/15/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
08/02/2016 - 06/06/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEAWOOD KS)
IA
Issued 02/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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