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- Custodian
- Charles Schwab & Company · Voya Financial
- Clients
- Retail
- Platforms
- Insight focusCapital beacon +more
- Established Date
- 06-01-2020
- Office Locations
- 1
Office Locations
About MPM Financial Corporation
MPM Financial Corporation (Peter J. O’Brien) is a Minnesota-registered RIA serving retail clients in the St. Paul area, focused on retirement planning—helping clients evaluate retirement plan contribution and distribution options—with additional support across insurance and estate/legacy planning. Investment implementation centers on asset-allocation portfolios using ETFs and mutual funds, with custody through providers such as Charles Schwab. Fiduciary, disclosure-forward advisory approach.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER JOHN O'BRIEN
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1795540
- Ownership
- 75% or more
Diane O'Brien
Financial Analyst
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,960,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,960,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,960,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $241,125,608 | 21.4% |
| Equity - Exchange | $218,590,505 | 19.4% |
| Cash | $343,660,329 | 30.5% |
| Equity - OTC | $323,378,736 | 28.7% |
| Total | $1,126,755,178 | 100.0% |