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Christopher Blanke

M HOLDINGS SECURITIES
Dallas, TX 75204
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CRD#: 3091851
CB

Professional summary


Christopher Blanke, who also goes by Christopher Aaron Blanke, Chris Aaron Blanke, is a registered financial advisor currently at M HOLDINGS SECURITIES, INC. located in Dallas, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Christopher has worked at 22 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christopher Aaron Blanke | Chris Aaron Blanke

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)FINRA; One Liberty Plaza 165 Broadway, 27th Floor, New York, NY 10006; Investment related; FINRA Dispute Resolution Arbitrator; Preside over cases and render final and binding decisions after carefully weighing the facts and evidence of each case;1/13/2020; 1 ho/mo; 1 ho/mo during trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Blanke's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Christopher Blanke's CRS (Customer Relationship Summary).
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®
None

Experience


Current

September 5, 2025 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 2699 Howell Street Suite 1100, Dallas, TX 75204
RIA
BD
CRD#: 43285
Dallas, TX
Current

September 5, 2025 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 2699 Howell Street Suite 1100, Dallas, TX 75204
RIA
BD
CRD#: 43285
Dallas, TX
Past

July 10, 2023 - December 26, 2024

FIRST COMMAND ADVISORY SERVICES

RIA
CRD#: 281958
FORT WORTH, TX
Past

July 10, 2023 - December 26, 2024

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
FORT WORTH, TX
Past

January 11, 2022 - June 15, 2023

FISHER INVESTMENTS

RIA
CRD#: 107342
PLANO, TX
Past

October 25, 2019 - January 6, 2022

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
IRVING, TX
Past

October 25, 2019 - January 6, 2022

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

August 22, 2018 - October 25, 2019

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
DALLAS, TX
Past

August 22, 2018 - October 25, 2019

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

July 23, 2018 - July 31, 2018

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
AUSTIN, TX
Past

July 23, 2018 - July 31, 2018

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

March 17, 2017 - March 20, 2018

BBVA SECURITIES INC.

BD
CRD#: 27060
AUSTIN, TX
Past

March 16, 2017 - March 20, 2018

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
Austin, TX
Past

April 21, 2011 - April 7, 2015

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
SAN ANTONIO, TX
Past

March 23, 2011 - April 7, 2015

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
SAN ANTONIO, TX
Past

September 28, 2010 - February 16, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
HOUSTON, TX
Past

September 28, 2010 - February 16, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
HOUSTON, TX
Past

May 28, 2010 - September 30, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
HOUSTON, TX
Past

May 28, 2010 - September 30, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
HOUSTON, TX
Past

June 15, 2009 - November 5, 2009

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
HOUSTON, TX
Past

June 15, 2009 - November 5, 2009

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

March 14, 2007 - April 1, 2009

STANFORD GROUP COMPANY

RIA
CRD#: 39285
HOUSTON, TX
Past

March 14, 2007 - April 1, 2009

STANFORD GROUP COMPANY

BD
CRD#: 39285
HOUSTON, TX
Past

June 20, 2006 - January 23, 2007

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
HOUSTON, TX
Past

June 20, 2006 - January 23, 2007

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

March 17, 2006 - June 21, 2006

AMERICAN GENERAL SECURITIES INCORPORATED

RIA
CRD#: 13626
HOUSTON, TX
Past

January 17, 2006 - June 21, 2006

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
HOUSTON, TX
Past

December 3, 2004 - July 12, 2005

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

June 17, 2004 - January 11, 2006

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
HOUSTON, TX
Past

October 28, 2002 - January 11, 2006

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
HOUSTON, TX
Past

September 20, 2000 - September 30, 2002

CUE FINANCIAL GROUP, INC.

BD
CRD#: 21033
PHOENIX, AZ
Past

March 28, 2000 - September 11, 2000

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

September 25, 1998 - February 22, 2000

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

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
Texas
(9/5/2025)
IAR
Texas
(9/5/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/25/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 (10/2/2025)

Direct owners and executive officers


NamePositionCRD#
M FINANCIAL HOLDINGS INCORPORATEDEQUITY OWNER
HANEY-JACKSON, LAURA ELIZABETHVICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER4771801
LUDWIG, STEVEN CHARLESCHIEF COMPLIANCE OFFICER2440911
ROGERS, MARIA RENEEPRINCIPAL FINANCIAL OFFICER2442526
SCHOONMAKER, MICHAEL SKICHIEF EXECUTIVE OFFICER2408456

Regulatory assets under management


Total Number of Accounts8,234
AUM (Assets Under Management)$ 4,078,516,284

Disclosures


Regulatory Event5

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/10/2025
Cover Page
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.

Company Information


M HOLDINGS SECURITIES, INC.

CRD#: 43285Dallas, TX 75204

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