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Ryan Schopp

Advisor at Mass Mutual Investors Services

Updated today

Location

Winlock, WA 98596

Credentials

Series 63, Series 65

Industry experience

13 years

About

Ryan Schopp is a financial advisor with Mass Mutual Investors Services in Winlock, Washington, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2020, and previously at The Prudential Insurance Company of America and PRUCO Securities from 2018 to 2020, as well as Country Capital Management Company from 2012 to 2018. In addition to his advisory role, he is licensed as an insurance agent for life, disability, long-term care, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools and providing recommendations 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

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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

705 Nw Kerron St

Winlock, WA 98596

Most active in

Washington

Work history

Mass Mutual Investors Services

2020 - Present (6 years)

Massmutual Life Insurance Company

2020 - Present (6 years)

The PRUDENTIAL INSURANCE COMPANY OF AMERICA

2018 - 2020 (2 years)

PRUCO Securities, LLC.

2018 - 2020 (2 years)

Country Capital Management Company

2012 - 2018 (6 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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