Francis John Lojewski
Investment adviser representative at M Holdings Securities, Inc.
34 yearsExperience
2 statesRegistered in
ChFC®Designation
$3.2BFirm assets
Are you Francis John Lojewski? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Madison & Main Advisors LLCJul 2019 to now
- M Holdings Securities, Inc.Oct 2010 to now
- Francis LojewskiJul 1992 to now
- Atlas Advisory Group, LLCJan 2010 to Jun 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
M Holdings Securities, Inc.
$3.2BAssets managed
4,513Clients
172Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2330579
- Firm CRD
- 43285