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Michael William Haskins

Advisor at Mass Mutual Investors Services — Dubois, PA

Updated today

Credentials

Series 63

Experience

37 years

Location

Dubois, PA 15801

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,064

Across 1,220 offices

Clients per advisor

89 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Michael Haskins is a financial advisor with Mass Mutual Investors Services in Dubois, PA, holding a Series 63 designation and 37 years of industry experience. He previously worked at Metlife Securities Inc. for 29 years before joining MassMutual Life Insurance and Mass Mutual Investors Services. Outside of advising, he is licensed as an agent for life, property/casualty, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management services, utilizing firm-approved analytical tools and maintaining collaborative, ongoing client relationships.

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

See office

Dubois, PA

150 West Dubois Avenue, Suite H

Dubois PA 15801

Advisors at this office

3

Most active in

Pennsylvania

Work history

37 years of industry experience

Mass Mutual Investors Services

2017 - Present • 9 years

Dubois, PA

MassMutual Life Insurance co

2016 - Present • 10 years

Dubois, PA

Metlife Securities Inc.

1988 - 2017 • 29 years

Dubois, PA

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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David H

Series 65

Dubois, PA

City Center Advisors, LLC

David Hardin is a financial advisor at City Center Advisors, LLC with five years of industry experience. He holds a Series 65 designation and is also a member of Einsteinian AI LLC, a non-investment-related business. Prior to his current role, he has been involved with City Center Advisors and its affiliated entities since 2016. City Center Advisors serves individual and high-net-worth clients as well as businesses, providing discretionary asset management, unified managed accounts, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory approach and actively uses derivatives and option strategies in client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Alex M

CFP®, Series 66

Dubois, PA

The AmeriFlex Group

Alex Micknis is a CFP® and Series 66-registered advisor with two years of industry experience. He currently works at The AmeriFlex Group and has prior experience with Cambridge Investment Research, Inc. and OSAIC. Outside of his financial career, he has served as an assistant manager for the volunteer program at the Hinterland Music Festival and has completed intermittent contracts with Live Nation handling box office and credentials. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing model asset allocations, discretionary and non-discretionary manager relationships, and multiple custody platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Scott B

CFP®, Series 66

Dubois, PA

The AmeriFlex Group

Scott Barber is a financial advisor at The AmeriFlex Group with 22 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining AmeriFlex, he worked at Cambridge Investment Research, OSAIC, Securities America, and Investacorp. Outside of his advisory role, Barber is involved in tax preparation through his own firm and volunteers as a youth soccer referee and coach. He also serves on the executive board for the local Boy Scouts of America council. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager arrangements, and various wrap program solutions.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Scott T

Series 66

Curwensville, PA

Vicus Capital, Inc.

Scott Test is a financial advisor with Vicus Capital, Inc. in Curwensville, PA, holding a Series 66 credential and ten years of industry experience. He has worked with Vicus Capital and affiliated firms since 2017, including DeFrate & Paavola LLC dba Alta Wealth Partner, where he currently serves as Vice President of Planning. Outside of his advisory roles, Scott is an assistant coach for a local recreational soccer league. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of investment strategies and emphasizes retirement-plan consulting and fiduciary services, offering access to multiple implementation options and third-party managers.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Shawn A

CFP®, Series 63, Series 65

DuBois, PA

Empower Advisory Group

Shawn Amblod is a CFP® professional with 18 years of experience in financial advising. He is currently with Empower Advisory Group and has worked previously at firms including LPL Financial LLC, GWFS Equities Inc., and Advised Assets Group LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Daniel F

Series 66

DuBois, PA

Janney Montgomery Scott

Daniel Fishbone is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 28 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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