Chicago, IL One North Franklin Street Office

Team
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,108

Across 1,229 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

One North Franklin Street, Suite 3330

Chicago IL 60606

Advisors at this office

10

Advisors at this office

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Michael E

Series 66

Chicago, IL

Mass Mutual Investors Services

Michael Ewing is a financial advisor with Mass Mutual Investors Services based in Chicago, IL. He holds a Series 66 designation and has been in the industry since 2026. Prior to his current role, he has held positions at Lenox Advisors and MassMutual Life Insurance Co. 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, with a planning process focused on collaborative annual engagements using 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

Brian B

Series 66

Chicago, IL

Mass Mutual Investors Services

Brian Barron is a financial advisor with Mass Mutual Investors Services based in Chicago, IL. He holds the Series 66 designation and has 10 years of industry experience. His career includes roles at Lenox Advisors, Inc. and MassMutual Life Insurance Company dating back to 2014. Outside of his advisory work, he is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 seminars, using firm-approved tools and structured 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
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Donald D

CFP®, Series 63, Series 66

Chicago, IL

Mass Mutual Investors Services

Donald Draudt is a CFP® professional with 24 years of industry experience, currently affiliated with Mass Mutual Investors Services in Chicago, IL. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. In addition to his advisory role, he serves as a sales agent for individual and group life and health insurance through Lenox Advisors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and structured 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
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Robert P

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Robert Pykosz is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been associated with MML Investors Services, Lenox Advisors, Inc., and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in life and health insurance brokerage activities. 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, providing collaborative, annual 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
user avatar

Jennifer M

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Jennifer Mann is a financial advisor with Mass Mutual Investors Services in Chicago, IL. She holds the Series 63 and Series 65 designations and has 22 years of industry experience. Mann has been with MML Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of her advisory role, she occasionally rents a room to students learning English. 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, money-manager programs, and educational seminars, focusing on collaborative planning engagements using 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

Albert S

Series 66

Chicago, IL

Mass Mutual Investors Services

Albert Sung is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds a Series 66 designation and has worked at firms including AXA-Advisors, LLC and Equitable Advisors. In addition to his advisory role, Sung serves as a relationship manager for life and health insurance at Lenox Advisors. 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, employing firm-approved software to deliver written recommendations through annual, collaborative 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

Pete B

Series 66

Chicago, IL

Mass Mutual Investors Services

Pete Bouros is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding a Series 66 designation and 13 years of industry experience. He has worked with MML Investors Services since 2014 and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, Bouros is involved in insurance brokerage, focusing on individual and group life and health insurance. Mass Mutual 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 emphasizes collaborative financial planning using analytical tools and offers various programs including estate and employer-sponsored planning.

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

Jason K

Series 66

Chicago, IL

Mass Mutual Investors Services

Jason Krupa is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 14 years of industry experience. He has worked with Mass Mutual Life Insurance Company and affiliated firms since 2019 and was previously with Nuveen Securities, LLC from 2013 to 2019. 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 seminars, using collaborative, annual planning engagements supported by advanced 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

Joshua L

CFP®, Series 66

Chicago, IL

Mass Mutual Investors Services

Joshua Lieberman is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and Lenox Advisors, Inc., where he has worked since 2015. His background includes roles related to life and health insurance brokerage. 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 structured approach that emphasizes collaborative annual planning and goal-based 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

Benjamin M

Series 66

Chicago, IL

Mass Mutual Investors Services

Benjamin Marrs is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with the firm and its affiliated entities since 2026. Prior to this, he was affiliated with Miami University and several management roles between 2023 and 2024. 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 and asset management services, utilizing firm-approved software and a collaborative planning process.

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