Bettendorf, IA Middle Road Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,092

Across 1,227 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that operates as a subsidiary of MassMutual. It provides ongoing financial planning to individuals (including high‑net‑worth clients), business owners, trusts, estates, charitable organizations, and employers, and also offers asset management, wrap and money‑manager programs and educational seminars.

Financial planning engagements are structured as annual, collaborative relationships in which advisers collect detailed client information, use firm‑approved software (including Monte Carlo simulations and automated asset‑allocation tools) to analyze goals, and deliver written recommendations; advisers generally recommend investment categories and strategies rather than making specific product selections and do not have investment discretion as part of the planning engagement. Implementation of recommendations is optional and requires separate brokerage or insurance arrangements, and advisers may receive additional compensation in their capacities as registered representatives or insurance agents when clients choose to implement recommendations.

Noteworthy features in the brochure include the recent addition of a standalone Divorce Planning offering (announced March 2026) and explicit descriptions of estate‑settlement and employer‑sponsored planning programs, which present event‑driven planning services in a defined way. The firm also discloses an extensive history of regulatory and enforcement actions (including SEC and state orders and associated remediation) and details about affiliated‑product distribution and sales‑support compensation arrangements that can create potential conflicts of interest for clients to consider.

Based on Mass Mutual Investors Services

Expertise

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Based on Mass Mutual Investors Services

Occupation focus

Founder/Business Owner Attorney Executive

Based on Mass Mutual Investors Services

Demographic focus

Married/Couples/Partners Divorced

Based on Mass Mutual Investors Services

Location

2550 Middle Road Suite 204

Bettendorf IA 52722

Advisors at this office

7

Advisors at this office

user avatar

Harold R

Series 63, Series 65

Bettendorf, IA

Mass Mutual Investors Services

Harold Ryley is a financial advisor with Mass Mutual Investors Services in Bettendorf, IA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Metlife Securities, Inc and Mass Mutual Life Insurance Company, and he has operated Ryley Financial since 2005. In addition to his advisory work, he is an independent insurance agent specializing in life, accident, health, fixed annuities, and Medicare-related products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning, asset management, and educational seminars, using collaborative, goal-based planning supported by firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Daniel T

ChFC®, Series 63, Series 65

Bettendorf, IA

Mass Mutual Investors Services

Daniel Turnmeyer is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, all with MML Investors Services and Mass Mutual Life Insurance. Outside his advisory role, he is involved in independent life and health insurance sales and also acts as a broker for fixed annuities and life insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using advanced software tools and provides additional services including wrap accounts, money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Troy S

Series 63, Series 65

Bettendorf, IA

Mass Mutual Investors Services

Troy Sheets is a financial advisor with MassMutual Investors Services in Bettendorf, IA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with MassMutual Investors Services since 2000 and also has a longstanding affiliation with MassMutual Life Insurance Company since 1999. Sheets is involved in individual life and health insurance sales and works as a broker of fixed annuities and life insurance. MassMutual Investors Services, LLC 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, utilizing advanced software tools to develop collaborative, annual planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Michael B

Series 63

Bettendorf, IA

Mass Mutual Investors Services

Michael Botts is a financial advisor with Mass Mutual Investors Services in Bettendorf, IA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he serves as a commissioner assigning high school sports and owns a dog breeding and showing business. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools, offering a range of investment and planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Terrill J

Series 63

Bettendorf, IA

Mass Mutual Investors Services

Terrill Johnson Jr. is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds a Series 63 designation and has been with Mass Mutual Life Insurance Company and MML Investors Services since 1996. In addition to his advisory role, he is involved in traditional insurance sales focusing on fixed annuities and life insurance. 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 financial planning, asset management, and educational programs, with a collaborative approach that emphasizes goal analysis and written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

James W

Series 63

Bettendorf, IA

Mass Mutual Investors Services

James White is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 40 years of industry experience. His career includes long tenures at Metlife Securities Inc. from 1979 to 2017, and Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC 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 seminars, structuring planning engagements as annual collaborative relationships that utilize firm-approved analytical tools to guide investment strategy recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Daniel M

Series 66, Series 63

Bettendorf, IA

Mass Mutual Investors Services

Daniel Meredith is a financial advisor with Mass Mutual Investors Services and holds Series 66 and Series 63 licenses. He has 24 years of industry experience, including roles at Mass Mutual Life Insurance Company since 2000 and MML Investors Services since 2018. Meredith also works as a licensed agent in life and health insurance sales. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering structured, collaborative planning engagements supported by firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
View complete list of advisors at this office
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