Dallas, TX Office
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Mass Mutual Investors Services
Institution
Firm-wide stats for Mass Mutual Investors Services
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
Based on Mass Mutual Investors Services
Location
Dallas TX
Advisors at this office
3
Advisors at this office
Elizabeth Z
Series 66
Dallas, TX
Mass Mutual Investors Services
Elizabeth Zinchuk Stultz is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Edward Jones and Wells Fargo Clearing Services LLC. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and structured annual planning engagements.
Kevin B
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Kevin Burns is a financial advisor with Mass Mutual Investors Services in Paso Robles, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2013. Outside of his advisory role, he is also an insurance agent specializing in life, disability, long-term care, and health insurance. 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, employing industry-standard tools to develop collaborative, annual planning relationships.
Ryan W
CFA®, Series 63
Dallas, TX
Mass Mutual Investors Services
Ryan Woolhiser is a CFA®-credentialed financial advisor with 18 years of industry experience. He is currently with MassMutual Investors Services and MassMutual Life Insurance Company, having previously worked at firms including CNR Securities, City National Rochdale, Invesco Distributors, and Oppenheimerfunds Distributor. Outside of his advisory role, Woolhiser owns and manages a short-term rental property listed on Airbnb. 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 provides ongoing financial planning, asset management, and educational seminars, structuring client engagements around collaborative, goal-focused financial planning.
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