Michael Wayne Clark
Financial advisor at M Holdings Securities, Inc. · Northfield, IL
Last updated 2026-10-10
Claim your profileMichael Wayne Clark is a financial advisor at M Holdings Securities, Inc. in Northfield, IL, CRD 47737. Licenses and exams on the registration: Series 63. IAPD registration began 2001-04-30.
Registration
- CRD number
- 47737
- Registration status
- Active
- IAPD registration
- 2001-04-30
- Industry Experience
- 25 years
- Work Experience
- 36 years
- States registered
- AZ, CA, CO, FL, GA, IA, IL, MD, MI, MO, NC, OH, PA, WI
Licenses and exams
- Series 63
Designations
- CFP®
Work history
- 1989-11 to Present · Self Employed Dba Clark & Ennen · Elmhurst, IL
- 2001-03 to Present · M. Holdings Securities Inc. · Portland, OR
- 2011-07 to Present · Jamieson Financial Services, LLC · Northfield, IL
Current employment
- M Holdings Securities, Inc. · Portland, OR
M Holdings Securities, Inc.
- Regulatory AUM
- $3,206,330,654
- Registered advisors
- 175
- Offices
- 111
- Clients per advisor
- 25.8 (Low)
- Average AUM per client
- $710.5K (Low)
- High-net-worth client ratio
- 1.7% (Low)
M Holdings Securities, Inc.: advisors, services and reported ETF investments
About
Michael Wayne Clark is a CFP® financial advisor at M Holdings Securities, Inc. in Northfield, IL. Reported securities licenses include Series 63. The latest record indicates 25 years of industry experience and 36 years of reported work history.
M Holdings Securities, Inc.'s firm-level Form ADV reports 175 advisors across 111 offices; approximately 25.8 clients per advisor, average assets per client of $710,465, and regulatory AUM of $3.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $540.7K across 92 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael Wayne Clark personally.
Reported ETF positions
M Holdings Securities reports 92 ETF positions worth $540.7K on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $244.2K |
| DFUV — Dimensional US Marketwide Value ETF | $30.7K |
| DFIV — Dimensional International Value ETF | $23.7K |
| DFAS — U.S. Small Cap Portfolio: ETF Class Shares | $19.3K |
| VUSB — Vanguard Ultra-Short Bond ETF | $18.1K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
M Holdings Securities's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $3.8K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $2.5K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $668 | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $388 | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by M Holdings Securities, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
1 Northfield Plaza, Northfield, IL 60093
4 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-656-6960
- Website: mfin.com/M-SECURITIES
Official record
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