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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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We Don’t Wait For Innovation, We Create It

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Co-founded by M3 and Holmes Murphy, BrokerTech Ventures (BTV) is the first broker-led convening platform and accelerator program focused on delivering innovation to the insurance broker and industry, all in an effort to help clients identify risks sooner and drive down costs faster.

LEARN MORE ABOUT BTV

BrokerTech Connect exceeded my expectations. The convergence of innovators, capital, brokers, and carriers reinforced for me that we aren’t just ‘at the table’ but rather at one of the most important ‘tables’ of innovation in the industry.

— Mike Victorson
CEO | M3 Insurance

We’re Committed to ESG

Environmental, social & governance initiatives are integrated into all aspects of our business.

MORE ABOUT M3’s ESG EFFORTS 

Agency Timeline

M3 was founded by Loren Mortenson in 1968 as an independent life insurance agency. Today we are a top independent, privately owned, full-service insurance broker and risk management firm in the country.

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
R3-Halverson-All Metals
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
Boys and Girls Club - M3 Foundation
M3 Foundation launched
2018
M3 50th Celebration
M3 celebrated 50 years
2019
Rockford Office-Team
Rockford, IL office opened
2020s
2020
M3 Fond du Lac office building
Fond du Lac office opened
2020
Sean LaBorde, M3 President
Sean LaBorde named president
2021
M3 Elevate
M3 Elevate division formed
2022
Kenosha WI Lighthouse
Kenosha office opened