M3 Investment Services
M3 Investment Services financial professionals have over 65 years of cumulative experience in the industry working with some of the largest investment and insurance firms in the business. M3 Investment Services was formed because we felt we could better serve our community and clients as independent financial professionals. All of us have a personal and professional stake in the business. We offer financial products and services tailored to your individual needs. M3 Investment Services is in the business for the long term and our reputation is our most valuable asset. We expect to serve our clients through their retirement years. We build our business slowly, primarily through referrals from satisfied The views and opinions expressed on this page are mine alone and do not represent the official views of The Lincoln Investment Family of companies or any of their affiliates. No client was compensated to follow this page or connect with me. The appearance of those people that have chosen to follow this page or connect with me is not an endorsement of me, M3 Investment Services or The Lincoln Investment Family of companies, or any of their affiliates. It is not known whether such individuals approve or disapprove of our services. Due to industry regulations, please do not post any comments on this page. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, M3 Investment Services and the above firms are independent and non-affiliated.
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Verified contacts
19
available on Kipplo
LinkedIn employees
21
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
255
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- SM
Sheila Maxwell
Manager of Operations · Operations
EmailPhone - CF
Christine Fogg
Registered Representative · Sales & Business Development
EmailPhone - DW
David Wohlberg
Financial Advisor · Finance & Accounting
EmailPhone - JJ
John J. Cruse
Financial Advisor · Finance & Accounting
EmailPhone - MO
Mary Orth
Life Insurance Specialist Controller · Finance & Accounting
EmailPhone - RB
Robert Bernhardt
Certified Retirement Counselor · Customer/Client Service
EmailPhone - TT
Thomas Turchetti
Investment Adviser Representative · Finance & Accounting
EmailPhone - AF
Alex Frere
Financial Advisor · Finance & Accounting
EmailPhone - AV
Austin vander Meer
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 19 verified contacts
Top roles at M3 Investment Services
10 distinct titles indexed · top 10 shown.
- 6financial advisor
- 2administrative assistant
- 2investment adviser representative
- 1certified financial planner® professional
- 1certified retirement counselor
- 1life insurance specialist controller
- 1manager of operations
- 1president
- 1registered investment advisor
- 1registered representative
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