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Michael M
Series 66
Meridian, ID
Mass Mutual Investors Services
Michael Madsen is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 15 years of industry experience. He has worked with MML Investors Services LLC and MassMutual Life Insurance Company since 2011. In addition to his advisory role, Madsen is a licensed insurance sales agent. MassMutual Investors Services operates as 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, and educational programs, focusing on collaborative, goal-based client relationships without discretionary investment authority.
Paul H
Series 63, Series 66
Meridian, ID
Mass Mutual Investors Services
Paul Hales is a financial advisor with Mass Mutual Investors Services in Meridian, Idaho, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with MML Investors Services since 2011 and MassMutual Life Insurance Company since 2010. Outside of his advisory role, he works as an insurance broker specializing in individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, structuring client relationships as ongoing collaborations using advanced analytical tools.
Matthew P
Series 66, Series 63
Meridian, ID
Mass Mutual Investors Services
Matthew Patterson is a financial advisor with Mass Mutual Investors Services in Meridian, ID. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked at NYLife Securities LLC and New York Life Insurance Company. He also has experience in the insurance and retail sectors, including positions at GEICO Insurance and Papa John's. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, money-manager programs, and educational seminars, with a focus on collaborative, annual financial planning engagements.
Brent W
ChFC®, Series 63
Meridian, ID
Mass Mutual Investors Services
Brent Wegner is a financial advisor with Mass Mutual Investors Services in Meridian, ID, holding the ChFC® designation and Series 63 license with 25 years of industry experience. His prior roles include positions at Eagle Strategies LLC and New York Life. He also works as an insurance broker, engaging with outside carriers to broker non-registered products. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and provide written financial recommendations.
Aaron F
Series 66
Meridian, ID
Mass Mutual Investors Services
Aaron Freedman is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2009. Additionally, he is licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, health, and property and casualty insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for detailed goal analysis and delivers written recommendations, offering programs including wrap accounts, money management, and educational seminars.
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