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Who We Are

As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we’re privately owned and independent which means we’re doing what’s best for our clients – not what’s best for Wall Street or private equity.

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Leadership Team

M3’s exceptional leadership team reflects our priorities – serving clients well, attracting and retaining the best talent, supporting our industry partners, giving generously to our communities, and remaining privately owned.

MEET OUR TEAM

Our Strong History

M3 was founded by Loren Mortenson in 1968 as an independent life insurance agency. Today we are an independent, privately owned, full-service insurance brokerage firm, and one of the top 50 insurance brokers in the country.

M3 was proud to celebrate its 50th Anniversary in 2018.

Agency Timeline

1960s
1968
Larry Mortenson
Agency founded as Loren D. Mortenson & Associates, Inc.
1970s
1970
Rich Matzelle
Rich Matzelle joined the agency
1972
Employee Benefits
Employee Benefits division added
1977
Mortenson, Matzelle & Associates Building
Agency became Mortenson, Matzelle & Associates, Inc.
1980s
1985
Charlie Meldrum
Charlie Meldrum joined agency; Property & Casualty added
1985
Mortenson, Matzelle and Moldrem
Agency became Mortenson, Matzelle & Meldrum, Inc.
1990s
1990
Risk Management
Risk Management department created
1995
Mortenson Retirement
Loren Mortenson retired
1995
Charlie Meldrum
Charlie Meldrum named CEO
1998
Milwaukee Office
Milwaukee office opened
2000s
2001
Eau Claire Office
Eau Claire office opened
2002
m3 employees
Green Bay office opened
2002
Wausau Office Opens
Wausau Office Opened
2005
Mike Victorson named CEO
Mike Victorson named CEO
2005
Charlie Meldrum retires
Charlie Meldrum retired
2005
M3 Financial
M3 Financial formed
2008
M3 Insurance
Mortenson, Matzelle & Meldrum became M3 Insurance
2010s
2011
Private Client Group
Private Client Group formed
2016
M3 Foundation's gift to DAIS of Madison
M3 Foundation launched
2018
M3 50th Celebration
M3 celebrated 50 years
2019
M3 office in Rockford, Il
Rockford, IL office opened
2020s
2020
Fond Du Lac Hierl Office
Fond du Lac office opened
2020
Sean LaBorde, M3 President
Sean LaBorde named president