Unclaimed Profile

Michael Ski Schoonmaker

M HOLDINGS SECURITIES, INC.·PORTLAND, Oregon

SIE, Series 6, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 66Clean record24 years registeredM HOLDINGS SECURITIES, INC.

1125 N.W. COUCH STREET, PORTLAND, OR 97209CRD# 2408456Firm CRD# 43285

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Ski Schoonmaker · PORTLAND, OR

Registration

CRD #2408456 · M HOLDINGS SECURITIES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

M HOLDINGS SECURITIES, INC.

Dec 2022 – present

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Nov 2017 – Jun 2021

KANSAS CITY, MO

STRATEGIC ADVISERS, INC.

Mar 2002 – Sep 2017

TIGARD, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · March 18, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M HOLDINGS SECURITIES, INC.

CRD 43285 · SEC 801-57304

AUM

$4.5B

Regulatory assets under management

Employees

706

9,871 client accounts

Services offered by M HOLDINGS SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at M HOLDINGS SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Ski Schoonmaker offer?

Michael Ski Schoonmaker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Michael Ski Schoonmaker's credentials?

Michael Ski Schoonmaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Ski Schoonmaker located?

Michael Ski Schoonmaker is based in PORTLAND, Oregon, working with M HOLDINGS SECURITIES, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Michael Ski Schoonmaker charge for services?

Michael Ski Schoonmaker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M HOLDINGS SECURITIES, INC.?

M HOLDINGS SECURITIES, INC. has approximately 706 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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