Christopher Blanke
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Christopher Blanke, who also goes by Christopher Aaron Blanke, Chris Aaron Blanke, was a registered financial professional .
Christopher is a previously registered financial professional and started their career in finance in 1998. Christopher had 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.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 5, 2025 - July 29, 2026
M HOLDINGS SECURITIES, INC.
September 5, 2025 - July 29, 2026
M HOLDINGS SECURITIES, INC.
July 10, 2023 - December 26, 2024
FIRST COMMAND ADVISORY SERVICES
July 10, 2023 - December 26, 2024
FIRST COMMAND BROKERAGE SERVICES, INC.
January 11, 2022 - June 15, 2023
FISHER INVESTMENTS
October 25, 2019 - January 6, 2022
AVANTAX ADVISORY SERVICES
October 25, 2019 - January 6, 2022
AVANTAX INVESTMENT SERVICES, INC.
August 22, 2018 - October 25, 2019
1ST GLOBAL ADVISORS INC
August 22, 2018 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
July 23, 2018 - July 31, 2018
KESTRA ADVISORY SERVICES, LLC
July 23, 2018 - July 31, 2018
KESTRA INVESTMENT SERVICES, LLC
March 17, 2017 - March 20, 2018
BBVA SECURITIES INC.
March 16, 2017 - March 20, 2018
PNC MANAGED ACCOUNT SOLUTIONS, INC.
April 21, 2011 - April 7, 2015
USAA FINANCIAL PLANNING SERVICES
March 23, 2011 - April 7, 2015
USAA FINANCIAL ADVISORS, INC.
September 28, 2010 - February 16, 2011
LPL FINANCIAL LLC
September 28, 2010 - February 16, 2011
LPL FINANCIAL LLC
May 28, 2010 - September 30, 2010
CHASE INVESTMENT SERVICES CORP.
May 28, 2010 - September 30, 2010
CHASE INVESTMENT SERVICES CORP.
June 15, 2009 - November 5, 2009
VALIC FINANCIAL ADVISORS, INC.
June 15, 2009 - November 5, 2009
VALIC FINANCIAL ADVISORS, INC.
March 14, 2007 - April 1, 2009
STANFORD GROUP COMPANY
March 14, 2007 - April 1, 2009
STANFORD GROUP COMPANY
June 20, 2006 - January 23, 2007
VALIC FINANCIAL ADVISORS, INC.
June 20, 2006 - January 23, 2007
VALIC FINANCIAL ADVISORS, INC.
March 17, 2006 - June 21, 2006
AMERICAN GENERAL SECURITIES INCORPORATED
January 17, 2006 - June 21, 2006
AMERICAN GENERAL SECURITIES INCORPORATED
December 3, 2004 - July 12, 2005
CHASE INVESTMENT SERVICES CORP.
June 17, 2004 - January 11, 2006
BANC ONE SECURITIES CORPORATION
October 28, 2002 - January 11, 2006
BANC ONE SECURITIES CORPORATION
September 20, 2000 - September 30, 2002
CUE FINANCIAL GROUP, INC.
March 28, 2000 - September 11, 2000
VOYA FINANCIAL ADVISORS, INC.
September 25, 1998 - February 22, 2000
BANC ONE SECURITIES CORPORATION
Primary Firm SEC Registration
M HOLDINGS SECURITIES, INC.
CRD#: 43285 / SEC#: 801-57304, 8-50214
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationCurrent Firm
M HOLDINGS SECURITIES, INC.
CRD#: 43285 / SEC#: 801-57304, 8-50214
Contact information
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 | 5 |
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.
