MS
Michael S. Schoonmaker
M HOLDINGS SECURITIES
Portland, OR 97209
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CRD#: 2408456
MS
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ski Chin Myers
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
CRS (Client Relationship Summary) - RIA
Click below to view Michael Ski Schoonmaker's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Michael Ski Schoonmaker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 14, 2022 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 1125 N.w. Couch Street Suite 900, Portland, OR 97209RIA
BD
CRD#: 43285
Portland, OR
Current
December 14, 2022 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 1125 N.w. Couch Street Suite 900, Portland, OR 97209RIA
BD
CRD#: 43285
Portland, OR
Current
January 11, 2023 - Present
M FINANCIAL SECURITIES MARKETING, INC.
Office #1: 1125 N.w. Couch St. Suite 900, Portland, OR 97209Office #2: 1125 Nw Couch Street Suite 900, Portland, OR 97209BD
CRD#: 139304
Portland, OR
Past
November 3, 2017 - June 9, 2021
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
RIA
CRD#: 290043
KANSAS CITY, MO
Past
September 18, 2017 - June 9, 2021
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
Past
March 18, 2002 - September 12, 2017
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TIGARD, OR
Past
October 8, 1993 - September 11, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
TIGARD, OR
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/3/1998
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
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)
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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)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| M FINANCIAL HOLDINGS INCORPORATED | EQUITY OWNER | |
| HANEY-JACKSON, LAURA ELIZABETH | VICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER | 4771801 |
| LUDWIG, STEVEN CHARLES | CHIEF COMPLIANCE OFFICER | 2440911 |
| ROGERS, MARIA RENEE | PRINCIPAL FINANCIAL OFFICER | 2442526 |
| SCHOONMAKER, MICHAEL SKI | CHIEF EXECUTIVE OFFICER | 2408456 |
Regulatory assets under management
| Total Number of Accounts | 8,234 |
| AUM (Assets Under Management) | $ 4,078,516,284 |
Disclosures
| Regulatory Event | 4 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/10/2025 | ||
| 11/13/2024 | ||
| 08/28/2023 |
Red Flags
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.
