N19W24200 Riverwood Dr
Waukesha, WI 53188
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.
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 and CEO Mike Victorson, now serves clients across the country from five Wisconsin offices, including Waukesha, Madison, Wausau, Green Bay and Eau Claire.
A legacy of our founders is charitable giving, a commitment that has grown right along with
|M3’s Waukesha office participates in National Wear Red Day each year to show support for the American Heart Association.|
us. We are privileged to give back to the communities that have helped us and our clients thrive. M3’s Waukesha team shares its time and talent with a wide variety of community organizations. Whether we’re participating as a group or individually, our staff takes an active role with Easter Seals, United Way, Ronald McDonald House Charities, Juvenile Diabetes Research Foundation, Junior Achievement, Special Olympics, The Salvation Army, and more. Many of us coach, sponsor and/or support area youth programs and sit on local Boards.
M3 is consistently ranked in the top 1% of insurance brokers nationwide and has been named to the list of Best Places to Work in Insurance by Business Insurance magazine. Above all, we believe in doing the right thing and are proud of the impact we make on businesses and organizations in and around Waukesha and throughout Wisconsin.
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