AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MS

Michael Ski Schoonmaker

M HOLDINGS SECURITIES
PORTLAND, OR
·CRD# 2408456·33 years experience

Professional Summary

Michael Ski Schoonmaker, who also goes by Ski Chin Myers, is a registered financial advisor currently at M HOLDINGS SECURITIES, INC. located in Portland, Oregon. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Michael has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24, Series 10, Series 9 and Series 8 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ski Chin Myers

Blog Corner

Similar Advisors

Gregory Scott Bowen
Portland, OR · CRD#
View profile
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Portland, OR · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Portland, OR · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Portland, OR · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Years of Experience

33 years in the financial services industry

Current & Past Employments

M HOLDINGS SECURITIES, INC.·CRD# 43285
RIA
BD
1125 N.w. Couch Street Suite 900, Portland, OR 97209
December 14, 2022 - Present
M HOLDINGS SECURITIES, INC.·CRD# 43285
RIA
BD
1125 N.w. Couch Street Suite 900, Portland, OR 97209
December 14, 2022 - Present
M FINANCIAL SECURITIES MARKETING, INC.·CRD# 139304
BD
1. 1125 N.w. Couch St. Suite 900, Portland, OR 972092. 1125 Nw Couch Street Suite 900, Portland, OR 97209
January 11, 2023 - Present
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.·CRD# 290043
RIA
Kansas City, MO
November 3, 2017 - June 9, 2021
AMERICAN CENTURY INVESTMENT SERVICES INC.·CRD# 17437
BD
Kansas City, MO
September 18, 2017 - June 9, 2021
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Tigard, OR
March 18, 2002 - September 12, 2017
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Tigard, OR
October 8, 1993 - September 11, 2017

Similar Advisors

Portland, OR · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Current Firm

MH
M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

CRD#: 43285 / SEC#: 801-57304, 8-50214
RIA
Registered Investment Advisory firm - SEC (3/14/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

1125 N.w. Couch Street Suite 900, Portland, OR 97209

Mailing Address

P.o. Box 2207, Portland, OR 97208-2207

Phone Number

(888) 520-6784

Established

Oregon since 03/21/1997

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

# of Employees

1,442

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

M HOLDINGS SECURITIES, INC. FORM 2A ADV FIRM BROCHURE (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
M FINANCIAL HOLDINGS INCORPORATEDEQUITY OWNER—
DAVIS, TARA ANNECHIEF COMPLIANCE OFFICER5441665
HANEY-JACKSON, LAURA ELIZABETHVICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER4771801
ROGERS, MARIA RENEEPRINCIPAL FINANCIAL OFFICER2442526
SCHOONMAKER, MICHAEL SKICHIEF EXECUTIVE OFFICER2408456

Regulatory Assets Under Management

Total Number of Accounts

8,115

AUM (Assets Under Management)

$3,206,330,654

Disclosures

Regulatory Event

5

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/29/2026Cover PageReport
09/10/2025Cover PageReport
11/13/2024Cover PageReport

Similar Advisors

Portland, OR · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Independent Contractor to Consulting/Focus Groups; 8720 SW Marseilles Dr, Beaverton, OR 97007; Focus group participation; Investment-related; Consultant; Answering questions about wealth management and other topics; 3/29/2024; 2 hours/month; 0 hours/month during trading hours

Similar Advisors

Portland, OR · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MH
M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

CRD#: 43285 / SEC#: 801-57304, 8-50214
RIA
Registered Investment Advisory firm - SEC (3/14/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(12/14/2022)
RR
Alaska
(12/14/2022)
RR
Arizona
(12/14/2022)
RR
Arkansas
(12/14/2022)
RR
California
(12/14/2022)
RR
Colorado
(12/14/2022)
RR
Connecticut
(12/14/2022)
RR
Delaware
(12/14/2022)
RR
District of Columbia
(12/14/2022)
RR
Florida
(12/14/2022)
RR
Georgia
(12/14/2022)
RR
Hawaii
(12/14/2022)
RR
Idaho
(12/14/2022)
RR
Illinois
(12/14/2022)
RR
Indiana
(12/14/2022)
RR
Iowa
(12/14/2022)
RR
Kansas
(12/14/2022)
RR
Kentucky
(12/14/2022)
RR
Louisiana
(12/14/2022)
RR
Maine
(12/14/2022)
RR
Maryland
(12/14/2022)
RR
Massachusetts
(12/14/2022)
RR
Michigan
(12/14/2022)
RR
Minnesota
(12/14/2022)
RR
Mississippi
(12/14/2022)
RR
Missouri
(12/14/2022)
RR
Montana
(12/14/2022)
RR
Nebraska
(12/14/2022)
RR
Nevada
(12/14/2022)
RR
New Hampshire
(12/14/2022)
RR
New Jersey
(12/14/2022)
RR
New Mexico
(12/14/2022)
RR
New York
(12/14/2022)
RR
North Carolina
(12/15/2022)
RR
North Dakota
(12/14/2022)
RR
Ohio
(12/15/2022)
RR
Oklahoma
(12/14/2022)
RR
Oregon
(12/14/2022)
IAR
Oregon
(12/15/2022)
RR
Pennsylvania
(12/14/2022)
RR
Puerto Rico
(12/14/2022)
RR
Rhode Island
(12/14/2022)
RR
South Carolina
(12/14/2022)
RR
South Dakota
(12/14/2022)
RR
Tennessee
(12/14/2022)
RR
Texas
(12/14/2022)
IAR
Texas
(9/1/2024)
RR
Utah
(12/14/2022)
RR
Vermont
(12/14/2022)
RR
Virgin Islands
(12/14/2022)
RR
Virginia
(12/14/2022)
RR
Washington
(12/14/2022)
RR
West Virginia
(12/14/2022)
RR
Wisconsin
(12/14/2022)
RR
Wyoming
(12/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2002About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1994About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1993About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Mar 2023About the Series 24 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2023About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2023About the Series 9 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Apr 1998
FINRA
SRO Registrations

Similar Advisors

Portland, OR · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ski Schoonmaker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Michael Ski Schoonmaker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Portland, OR · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
MS
Follow Michael
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required