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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)35 years in industry

DONALD BRENT PORTELL

Advisor at M HOLDINGS SECURITIES, INC.

Highland, IL | PORTLAND, OR | highland, IL

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Search this name across graphsid dfx:ria:30415ff8-8a0d-c0a1-2824-8d941544db8b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 17, 1997 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M HOLDINGS SECURITIES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 20, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Aug 20, 1991
First registration: Sep 17, 1997
Dual registered: yes, broker-dealer
IAPD individual key: 2027214

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Feb 15, 2012	n/a	yes	PORTLAND, OR\|Highland, IL\|highland, IL	Current employment
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jul 1, 2005	Feb 21, 2012	no	SAVANNAH, GA\|HIGHLAND, IL	Previous registration
M FINANCIAL SERVICES, INC.	n/a	Aug 31, 1998	Aug 9, 2005	no	HIGHLAND, IL	Previous registration
SPECTRUM FINANCIAL INC	Other adviser	Apr 11, 1998	Dec 31, 2005	no	HIGHLAND, IL	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Sep 17, 1997	Jun 17, 2003	no	HIGHLAND, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NFP ADVISOR SERVICES, LLC	M HOLDINGS SECURITIES, INC.	Feb 21, 2012	Feb 15, 2012	-6	Firm change	Other
SPECTRUM FINANCIAL INC	M FINANCIAL SERVICES, INC.	Dec 31, 2005	Aug 31, 1998	-2,679	Firm change after gap	Other
M FINANCIAL SERVICES, INC.	NFP ADVISOR SERVICES, LLC	Aug 9, 2005	Jul 1, 2005	-39	Firm change after gap	Other
OSAIC WEALTH, INC.	SPECTRUM FINANCIAL INC	Jun 17, 2003	Apr 11, 1998	-1,893	Firm change after gap	Other

Relationships

Registered with (5)

→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: current employment
Feb 15, 2012 to presentfactForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jul 1, 2005 to Feb 21, 2012factForm ADV
→ SPECTRUM FINANCIAL INCRegistered adviserregistration: previous registration
Apr 11, 1998 to Dec 31, 2005factForm ADV
→ M FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 31, 1998 to Aug 9, 2005factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Sep 17, 1997 to Jun 17, 2003factForm ADV

Dated events

No dated event names this entity yet.