Fargo, ND Office

Team
Updated today
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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

3186 Sienna Dr. S

Fargo ND 58104

Advisors at this office

8

Advisors at this office

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Spencer K

CFP®, Series 63, Series 65

Fargo, ND

Mass Mutual Investors Services

Spencer Kamoni is a CFP® professional with 13 years of industry experience, currently serving at Mass Mutual Investors Services in Fargo, ND. He has been with MassMutual and its affiliated entities since 2012. 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 comprehensive financial planning, asset management, and educational programs, using firm-approved tools to deliver goal-oriented 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

Joshua B

Series 63, Series 65

Fargo, ND

Mass Mutual Investors Services

Joshua Bach is a financial advisor with Mass Mutual Investors Services in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he is the president of LADS, LLC, managing commercial rental space operations. 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, using firm-approved tools to analyze client goals and deliver 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

Alex V

Series 63, Series 66

Fargo, ND

Mass Mutual Investors Services

Alex Vasichek is a financial advisor with Mass Mutual Investors Services based in Fargo, ND, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, Vasichek is involved in several business activities, including serving as President of Perth Properties, Vice-President of LADs, LLC, an insurance broker with Elevate Financial, and owner/operator of Farmer Report Card, a business providing bankability grading for farmers. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm’s approach includes collaborative, annual planning relationships using firm-approved software tools and provides educational seminars and specialized 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

Joseph H

Series 63, Series 66

Fargo, ND

Mass Mutual Investors Services

Joseph Haman is a financial advisor with Mass Mutual Investors Services in Fargo, ND, holding Series 63 and Series 66 registrations and 17 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2012. Outside of his advisory role, he is involved in commercial property management and participates in client referral activities related to business lending. 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, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational services.

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

Addie K

Series 66

Fargo, ND

Mass Mutual Investors Services

Addie Kolling is a financial advisor at Mass Mutual Investors Services with four years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2020. Prior to her financial services career, she held various roles including positions at North Dakota State University and Starbucks. MassMutual 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 using firm-approved software and tools, and supports event-driven planning programs such as estate settlement 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

Connor M

Series 66

Fargo, ND

Mass Mutual Investors Services

Connor Mc Cullough is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Bankers Life, Thrivent Investment Management Inc., and Commonwealth Financial Network. Outside of finance, he was involved in Prairie Rose Painting and Roofing for a year. MML 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 a focus on collaborative client relationships and event-driven planning services.

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

Nathan K

CFP®, Series 63, Series 65

Fargo, ND

Mass Mutual Investors Services

Nathan Kaiser is a Certified Financial Planner (CFP®) with six years of industry experience, currently affiliated with Mass Mutual Investors Services. He has been with Mass Mutual and its affiliated life insurance company since 2020. Prior to his financial services career, he held positions at Korber Medipak Systems North America and Enterprise Holdings. Nathan is also an insurance broker specializing in life, disability, long-term care, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-focused planning using firm-approved software and offers various programs including wrap accounts and money-manager services.

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

Tyler K

Series 66

Fargo, ND

Mass Mutual Investors Services

Tyler Kraft is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, during which he has also worked with MassMutual Life Insurance Co. Outside of finance, he works as a real estate agent with eXp Realty and serves as an insurance broker with Red River Financial. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing collaborative, software-driven approaches to develop tailored investment strategies.

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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