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Nathaniel Brubaker

Advisor at Mass Mutual Investors Services

Updated today

Location

Findlay, OH 45840

Credentials

Series 66

About

Nathaniel Brubaker is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and approximately one year of experience at the firm. His background includes roles outside the financial industry, notably in building and renovation services and automotive, as well as ongoing employment at Bowling Green State University. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial 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

1265 Fostoria Avenue, Suite A

Findlay, OH 45840

Most active in

Ohio

Work history

Mass Mutual Investors Services

2025 - Present (1 year)

MassMutual Life Insurance Co

2025 - Present (1 year)

Mass Mutual Investors Services

2024 - 2025 (1 year)

Chavis Building & Renovation Services

2024 - 2025 (1 year)

Cronin Auto, Inc.

2023 - 2024 (1 year)

Bowling Green State University

2022 - Present (4 years)

FedEx Ground

2022 - 2022 (1 year)

D&D Landscaping Supply

2021 - 2022 (1 year)

American Rent All

2021 - 2021 (1 year)

River Hollow Farm

2019 - 2023 (4 years)

Unemployed

2015 - 2019 (4 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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James H

Series 65

Findlay, OH

Infresh, Inc.

James Harpst is a financial advisor at Infresh, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at InFresh Financial Network, LLC since 2011 and previously at Harpst Insurance Services from 2010 to 2019. Infresh serves individual investors and employers sponsoring retirement plans by offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a tactical asset-allocation approach and provides an automated ETF-based investment program alongside custom-managed accounts.

Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Brayden T

Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Brayden Thomas is a financial advisor at Resolute Wealth Advisor, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Miami University. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a framework that treats markets as generally efficient, using institutional platforms and a formal investment committee to support fiduciary monitoring and participant education.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Tammy T

PFS™

Findlay, OH

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Tammy Tonjes is an Investment Adviser Representative at Tonjes Financial Group and holds the PFS™ designation. She has been a CPA and Managing Member at H&K Financial since 2015, where she manages tax preparation and accounting services. In addition, she serves as Managing Member of Nado Properties, LLC, a real estate business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm offers comprehensive financial planning and investment management, utilizing model portfolios, tax-sensitive allocation, and third-party platforms to support its services.

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Dual Income Family
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Bradley T

Series 65

Findlay, OH

Tonjes Financial Group

Bradley Tonjes is a financial advisor at Tonjes Financial Group with a Series 65 credential and no prior industry experience. Before joining Tonjes Financial Group in 2025, he worked at Owens Corning and has experience in administrative roles including at H&K Financial. Outside of advising, he owns and operates a residential real estate investment and leasing business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm uses model portfolios, tax-sensitive allocation, and both discretionary and non-discretionary management, supported by a third-party turnkey asset management platform and an affiliated tax and accounting practice.

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Dual Income Family
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Ryan G

CFP®, Series 63, Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Ryan Geary is a CFP® with eight years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2022. Prior to this, he worked at NYLIFE Securities, LLC and St. Bonore Financial, among others. Outside of his advisory role, he is an owner of rental property through G & J Northwest Rentals, LLC. Resolute Wealth Advisor, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework and offers specialized services for retirement plans and institutional clients.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Scott H

CFP®, Series 63, Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Scott Hohman is a CFP® with 24 years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2017. Prior to this, he worked at Strategic Investment Advisors, LLC for 12 years. He also acts as a life insurance and fixed annuities agent on an as-requested basis. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach focuses on asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework, supported by institutional platforms and a formal investment committee.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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