Advisor at Mass Mutual Investors Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Chateau, MT 59422
Credentials
Series 66
Industry experience
< 1 year
Barnett Sporkin Morrison is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and no prior industry experience. His background includes roles at AyCorp Companies, Great Falls Development Authority, and MassMutual Life Insurance Co. Morrison serves as a founding board member of the Choteau Education Foundation and is involved in several entrepreneurial ventures, including managing a veterinary clinic and working on a small apparel brand with his children. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented financial planning and offers a range of asset management and educational services.
Based on Mass Mutual Investors Services
Based on Mass Mutual Investors Services
Commissions on securities and insurance products sold; commissions vary by product
Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived
Larson Building 17, 1st St Nw Office 7
Chateau, MT 59422
Montana
Mass Mutual Investors Services
2025 - Present (1 year)
MassMutual life Insurance Co
2025 - Present (1 year)
AyCorp Companies, LLC
2021 - 2024 (3 years)
Unemployed
2020 - 2021 (1 year)
Great Falls Development Authority
2018 - 2020 (2 years)
AgFertilizers, Inc.
2015 - 2018 (3 years)
Rostov-Moray Group, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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