user avatar

Jeffrey Todd Hayes

Advisor at Mass Mutual Investors Services — Huntingdon, PA

Updated today

Credentials

Series 66

Experience

18 years

Location

Huntingdon, PA 16652

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,108

Across 1,229 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Jeffrey Hayes is a financial advisor with Mass Mutual Investors Services in Huntingdon, PA, holding a Series 66 designation and 18 years of industry experience. He has worked with Kish Bank since 2008 and Mass Mutual Investors Services since 2007. In addition to his advisory role, he serves as an insurance broker for group and individual life and health insurance through Kish Financial Solutions. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to create collaborative, goal-oriented plans without discretionary authority.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

See office

Huntingdon, PA

9471 William Penn Highway

Huntingdon PA 16652

Advisors at this office

2

Most active in

Pennsylvania · Texas

Work history

18 years of industry experience

Kish Bank

2008 - Present • 18 years

Huntingdon, PA

Mass Mutual Investors Services

2007 - Present • 19 years

Huntingdon, PA

MassMutual Life Insurance Co.

2007 - Present • 19 years

Huntingdon, PA

Disclosures

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

Business activities & affiliations

user avatar

Anthony B

Series 63, Series 65

Mount Union, PA

WealthKare.com, Inc.

Anthony Brong is a financial advisor at WealthKare.com, Inc. with 23 years of industry experience. He has been with WealthKare.com and American Assets Financial Corporation since 2011 and holds Series 63 and Series 65 licenses. Outside of advising, he works as an independent insurance agent. WealthKare serves individual and high-net-worth clients, trusts, estates, pension and charitable accounts with discretionary portfolio management, financial planning, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals, and integrates estate-planning technology alongside educational resources and insurance services.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Cinnamon C

Series 65

Mount Union, PA

WealthKare.com, Inc.

Cinnamon Colony Chatman is a Series 65 credentialed advisor with eight years of industry experience. She is affiliated with WealthKare.com, Inc., where she has worked since 2018, and previously operated as a sole proprietor. Outside of financial advising, she is a licensed real estate agent with Colony Realty Group, LTD., dedicating a significant portion of her professional time to this practice. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pension, and charitable accounts by providing discretionary portfolio management, financial planning, consulting, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term investment strategies tailored to clients' goals, integrating estate-planning technology and offering uncommon services such as bundled subscription programs and client education.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Bruce S

Series 63, Series 65

Mount Union, PA

WealthKare.com, Inc.

Bruce Smith III is a financial advisor with WealthKare.com, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Smith is the majority owner of an educational company, Get More Retirement, LLC, and has been involved in the insurance business through American Asset Financial Corp. since 1986. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pension, and charitable accounts by providing discretionary portfolio management, financial planning, consulting, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to each client’s goals, and it integrates estate-planning technology and educational resources alongside traditional advisory services.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Bruce S

Series 65

Mount Union, PA

WealthKare.com, Inc.

Bruce Smith IV is a Series 65-licensed advisor with 20 years of industry experience. He is currently with WealthKare.com, Inc., where he has worked since 2002, and has held roles at RIA Wealth Solutions, LLC and Get More Retirement, LLC. Outside of his advisory work, Smith serves as a director for the Mount Union Area School District, a nonprofit organization. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pensions, and charitable accounts by providing discretionary portfolio management, financial planning, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals, with annual reviews and ongoing monitoring, and integrates technology and third-party managers to support its services.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Christopher H

CFP®, Series 63, Series 65

Mount Union, PA

WealthKare.com, Inc.

Christopher Heaster is a CFP® professional with 20 years of industry experience. He is affiliated with WealthKare.com, Inc. and has previously worked with RIA Wealth Solutions, LLC and American Assets Financial Corporation. Outside of advising, he is a partial owner of an educational company and serves as an unpaid assistant director for a local school district nonprofit. WealthKare.com, Inc. serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable accounts, providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals and risk tolerance, combining traditional advisory services with client education and estate-planning technology.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Nathan C

Series 63, Series 65

Mount Union, PA

WealthKare.com, Inc.

Nathan Chatman is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with WealthKare.com since 2002 and has previously operated as a sole proprietor and with RIA Wealth Solutions, LLC. Outside of advisory services, he is involved in realty product sales and services as a licensed realtor with Colony Realty Group, LTD. WealthKare.com serves individual and high-net-worth clients, as well as trusts, estates, and pension and charitable accounts, providing discretionary portfolio management, financial planning, and co-advisor relationships. The firm focuses on fundamental analysis and long-term strategies tailored to client goals and risk tolerance, and it combines traditional advisory services with offerings such as estate-planning technology and client education.

General retirement planning Retirement income strategy Social Security optimization General tax planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)