Advisor at Mass Mutual Investors Services
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Location
Imperial, NE 69033
Credentials
ChFC®, Series 63
Industry experience
44 years
Patrick Mcnair is a ChFC® credentialed advisor with 43 years of experience at Mass Mutual Investors Services, where he has worked since 1983. He holds the Series 63 license and is based in Imperial, Nebraska. Outside of his advisory role, Mcnair is involved in managing a family farm and serves as president and owner of McNair Agency, Inc., a property and casualty insurance agency. 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 employs collaborative, annual planning engagements supported by firm-approved software but does not provide discretionary investment management as part of these planning services.
Based on Mass Mutual Investors Services
Based on Mass Mutual Investors Services
Commissions on securities and insurance products sold; commissions vary by product
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
529 Broadway
Imperial, NE 69033
Nebraska
Mass Mutual Investors Services
1983 - Present (43 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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