Date Published: July 12, 2013
Comprehensive Power Point Deck: 160 Slides
Summary Power Point Deck: 20 Slides
M Financial Group was founded by Eli Morgan in 1978 and is based in Portland, OR. The firm has 200 employees, a presence in three countries, members in 36 states, 140 member firms, 700 individual producers, & $2.0 billion revenues. M Financial Group is led by its CEO Fred Jonske and is privately owned. M Financial Group's web sites can be found at www.mfin.com, www.mfinwealth.com, & www.mben.com.
M Financial Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Partnership Phase
- Reinsurance Phase
- Recapitalization Phase
- Maturization Phase
Its profile includes the key statistics of the firm, including its number of employees, countries, states, member firms, individual producers, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
- M Benefits
- M Wealth
- M Holdings Securities
And its profile concludes with the highlights of its organizational structure & ownership.