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Ivan Hilliard

Advisor at Mass Mutual Investors Services

Updated today

Location

Tifton, GA 31794

Credentials

Series 63, Series 65

Industry experience

38 years

About

Ivan Hilliard is a financial advisor with MassMutual Investors Services in Tifton, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at MassMutual Life Insurance Co and MassMutual Investors Services since 2003. Outside of his advisory role, he serves as chairman of the board for St. Anne’s Episcopal Church Foundation and is the sergeant at arms for the Rotary Club of Tifton, GA. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

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

Location

108 East 4th Street

Tifton, GA 31794

Most active in

Georgia

Work history

Massmutual Life Insurance Co

2003 - Present (23 years)

Mass Mutual Investors Services

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Harold H

Series 63, Series 65

Tifton, GA

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General retirement planning General tax planning College savings (529s, UTMA, etc.) Passive / index investing
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CFP®, Series 63, Series 66

Tifton, GA

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Justin Chandler is a CFP® professional with eight years of experience, currently affiliated with Principal Financial Services in Tifton, GA. He has held positions at firms including Capstone Financial Group, LiveNow Financial, and Voya Financial Advisors. Chandler also owns Chandler Financial, LLC, which he uses for tax purposes in managing his financial services business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides a range of advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Series 63, Series 65

Tifton, GA

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Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Owen Paulk is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research, Inc. and Innotek. Outside the financial industry, he is the owner of Old Soul Coffee Company, a coffee roastery serving wholesale and retail customers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered under various advisory and promoter arrangements.

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Brandon S

Series 63, Series 66

Tifton, GA

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Brandon Selph is a financial advisor with Eagle Strategies (New York Life) based in Tifton, GA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been associated with New York Life and its affiliated entities since 2013 and currently operates Selph Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Stephen C

Series 63, Series 65

Tifton, GA

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Stephen Czerepinski is a financial advisor with Edward Jones in Tifton, GA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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