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M3 Financial
M3 Financial
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About Us


This strategy map guides our day to day operations and relationships. View the full size map here.

Our Story

Loren Mortenson launched the firm that became M3 in 1968 with life insurance and financial planning at its core. When Richard Matzelle joined in 1970, we added employee benefits expertise. In 1985, four property and casualty professionals, led by Charles Meldrum, rounded out our business insurance offerings.

Where We Are Now

More than four decades later, we’ve grown one office and one employee at a time to serve as a leading insurance agent and broker for businesses in the areas of employee benefits, property and casualty, executive benefits, employer-sponsored retirement plans and personal lines.

A testament to our staying power, our strong-talent force of nearly 200 employees headed by President & CEO Mike Victorson, now serves clients across the country from five Wisconsin offices, including Madison, Milwaukee, Wausau, Green Bay and Eau Claire.

A legacy of our founders is charitable giving, a commitment that has grown right along with us. We are privileged to give back to the communities that have helped us and our clients thrive.

Your Story

Enough about us, we want to hear about you. How can we help your business?