Jeffery Bird (CRD# 1673431) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Minneapolis, MN and has over 32 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Holdings Securities, Inc. | Portland, OR | Aug 2014 - Current | 9 |
| Nbw Insurance Group | Minneapolis, MN | Jan 2013 - Current | 11 |
| Valmark Advisers, Inc. | Akron, OH | Feb 2014 - Aug 2014 | < 1 |
| Valmark Securities, Inc. | Akron, OH | Apr 2004 - Aug 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
- MN
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Total Assets Under Management4,514MILLIONS
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Total Number of Accounts9,871ACCOUNTS
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Average Account Value$457,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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