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Paul B
Series 63, Series 66
Wauwatosa, WI
Mass Mutual Investors Services
Paul Brokenshire is a financial advisor with MML Investors Services, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at MassMutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company since 2016. In addition to his advisory role, Brokenshire is the owner of First Impressions Wealth & Capital and is involved in the sale of group life, health insurance, and Medicare/Medicaid products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, with a focus on collaborative, goal-based planning using firm-approved tools.
Daniel D
Series 63, Series 65
Wauwatosa, WI
Mass Mutual Investors Services
Daniel Dettlaff is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has 36 years of experience in the industry, including roles at Guardian Life and MassMutual Life Insurance Company. He is the owner and president of Dettlaff & Company, Inc., where he writes 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 offers collaborative, goal-based planning engagements with a variety of investment and educational solutions.
Michael R
Series 63, Series 65
Wauwatosa, WI
Mass Mutual Investors Services
Michael Russo Jr. is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior work includes nearly three decades at Metlife Securities Inc. and a concurrent role at Massachusetts Mutual Life Insurance Company since 2016. He also works as an independent insurance agent selling life, accident, health, and disability 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 provides financial planning, asset management, and educational seminars, employing firm-approved software tools to support goal-based recommendations without discretionary investment authority.
Bryan G
Series 66
Wauwatosa, WI
Mass Mutual Investors Services
Bryan Gosda is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 25 years of industry experience, including previous roles at MetLife Resources and MassMutual Life Insurance Company. In addition to his advisory work, he is licensed as an individual life insurance agent. 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, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.
Francis O
ChFC®, Series 63
Wauwatosa, WI
Mass Mutual Investors Services
Francis Otoole is a financial advisor with Mass Mutual Investors Services, holding a ChFC® designation and the Series 63 license. He has 35 years of industry experience, including roles at Metlife Securities Inc. for 27 years, and MassMutual Life Insurance Company since 2016. In addition to his advisory work, he is involved in individual life, property/casualty, and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational programs.
Joshua H
Series 66
Wauwatosa, WI
Mass Mutual Investors Services
Joshua Hoffman is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank First, The Wharf, and the University of Wisconsin-Madison. Outside of his advisory role, he serves as an assistant JV basketball coach at Lincoln High School. Mass Mutual Investors Services 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 offers collaborative, annual financial planning engagements utilizing firm-approved software and a range of investment strategy options.
Sharon S
Series 66
Wauwatosa, WI
Mass Mutual Investors Services
Sharon Staley Smith is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019 and previously worked at Thrivent Financial from 2015 to 2018. 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 financial planning, asset management, and educational seminars, focusing on annual collaborative planning engagements without discretionary investment authority.
Richard H
Series 63
Wauwatosa, WI
Mass Mutual Investors Services
Richard Hagan is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously held roles at Metlife Securities Inc. and New England Securities. In addition to his advisory work, he operates as an independent insurance agent specializing in dental and group disability income insurance as well as life, accident, and health products. 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, and educational seminars, with planning engagements structured as annual, collaborative relationships that emphasize goals analysis and written recommendations.
Jason L
Series 63, Series 65
Wauwatosa, WI
Mass Mutual Investors Services
Jason Lettenberger is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI. He holds Series 63 and Series 65 licenses and has 12 years of industry experience with Mass Mutual Investors Services and MassMutual Life Insurance Co. He is also registered as a life and health insurance agent. 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 financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning processes.
David L
Series 63, Series 65
Wauwatosa, WI
Mass Mutual Investors Services
David Lange is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials and one year of industry experience. Before joining Mass Mutual, he worked at Alto Financial Group and BetterLife Insurance, among other positions. Outside of financial services, he has been involved with Lange Medical LLC for over a decade. Mass Mutual Investors Services, LLC is 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 uses firm-approved software tools and structured annual engagements to deliver written recommendations and offers specialized planning services including divorce planning and estate settlement.
Gary T
Series 63, Series 65
Wauwatosa, WI
Mass Mutual Investors Services
Gary Tsoumas is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he serves as president of BME Enterprises, where he consults and advises other financial professionals on business and practice development. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap accounts and educational seminars, with planning engagements centered on collaborative, goal-based analysis and written recommendations.
Wade U
Series 63, Series 65
Wauwatosa, WI
Mass Mutual Investors Services
Wade Ullsperger is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a prior role at Metlife Securities. Outside of advising, he is also involved in individual life and group health insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational programs using firm-approved analytical tools, with planning engagements structured as collaborative, ongoing relationships.
Kyle B
Series 66
Wauwatosa, WI
Mass Mutual Investors Services
Kyle Baus is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. Prior to his career in finance, he served with the Milwaukee Police Department for 17 years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning relationships that utilize firm-approved tools to support client goals.
Colin J
Series 66
Wauwatosa, WI
Mass Mutual Investors Services
Colin Juenger is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Halquist Stone for four years and Accurate Pattern for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, educational seminars, and recently added a standalone Divorce Planning offering.
Connor G
Series 66
Wauwatosa, WI
Mass Mutual Investors Services
Connor Goodwin is a Series 66-credentialed financial advisor with Mass Mutual Investors Services in Wauwatosa, WI. He has two years of experience and has previously worked at Vitense Golfland and Edgewood University. 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 financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that employ firm-approved analytical tools.
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