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Malachai Willey

Advisor at Mass Mutual Investors Services

Updated today

Location

Presque Isle, ME 04769

Credentials

Series 66

Industry experience

1 year

About

Malachai Willey is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked previously at United Insurance Group and MassMutual Life Insurance Co. Outside of advisory work, he holds an insurance broker position at United Insurance Group, where he handles life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm offers collaborative, goal-based planning using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

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

40 North Street, Suite 1

Presque Isle, ME 04769

Most active in

Maine

Work history

United Insurance Group

2025 - Present (1 year)

MassMutual Life Insurance Co

2024 - Present (2 years)

Mass Mutual Investors Services

2024 - Present (2 years)

Olive Garden

2024 - 2024 (1 year)

Student

2023 - 2024 (1 year)

Burger Boy

2023 - 2023 (1 year)

Student

2023 - 2023 (1 year)

Shared Solar Advisors

2023 - 2023 (1 year)

Olive Garden

2022 - 2023 (1 year)

Full-time education

2021 - 2022 (1 year)

Burger Boy

2019 - 2021 (2 years)

Unemployed

2014 - 2019 (5 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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Emil Huck IV is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. He holds a Series 65 designation and previously worked for the Defense Finance and Accounting Service for 15 years. Outside of his advisory role, he manages Moose Ridge Cabins, a rental property in Maine. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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Presque Isle, ME

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Michael M

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Presque Isle, ME

Ameritas Advisory Services, LLC

Michael Marquis is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has worked at Ameritas Advisory Services since 2023 and has prior experience with Thompson Financial Group, Ameritas Investment Company, and Ameritas Life Insurance. Outside of finance, Michael owns small businesses providing dog sitting and landscaping services and co-hosts a Maine-based travel TV show called MaineLife. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and customized strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Tanya L

Series 63, Series 66

Presque Isle, ME

key Investment Services LLC

Tanya Lapointe is a financial advisor at Key Investment Services LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 1985. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Madison S

Series 65

Presque Isle, ME

Ameritas Advisory Services, LLC

Madison Staples is a financial advisor at Ameritas Advisory Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Ameritas, Madison worked at Thompson Financial Group and has had roles in various service and retail businesses. Outside of advising, Madison is involved with Thompson Financial Group, providing insurance services and client servicing. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a particular focus on plan sponsors and participants.

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Kyle G

Series 66

Presque Isle, ME

Ameritas Advisory Services, LLC

Kyle Goupille is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameritas, he worked at Thompson Financial Group and Tinker Federal Credit Union. Outside of advisory services, he is involved with Thompson Financial Group in the sale of various insurance products, including term, whole, and universal life insurance, as well as fixed/indexed annuities and disability income insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management and retirement-plan advisory services through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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