M Holdings Securities, Inc. is a firm that provides insurance agent or broker, financial advisor, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, Kansas, and Nebraska (although they are present in other states as well).
Most M Holdings Securities, Inc. clients are vocational rehabilitation services and credit unions with revenues ranging from $25 million to $117 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Goodwill Industries | 501(c)(3) | Omaha, NE |
| 2 | Achieva Credit Union | 501(c)(14) | Dunedin, FL |
| 3 | Envision | 501(c)(3) | Wichita, KS |
Competitors to M Holdings Securities, Inc. in the nonprofit sector include Valic, Ubs, Lincoln National Life Insurance, Voya, NFP Insurance Services Inc, Gallagher Benefit Services Inc, The Vanguard Group, Global Retirement Partners LLC, Commonwealth Financial Network, and Raymond James and Associates.
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