Galesburg, IL 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
2101 Windish Dr, Ste 101
Galesburg IL 61401
Advisors at this office
2
Advisors at this office
Ronald K
ChFC®, Series 63, Series 65
Galesburg, IL
Mass Mutual Investors Services
Ronald Koehler is a financial advisor at Mass Mutual Investors Services with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Mass Mutual Investors Services in 2017, he spent over three decades at MetLife Securities Inc. He is also an independent insurance agent focusing on fixed annuities and Medicare-related products. 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 supported by proprietary software tools, and provides specialized programs such as divorce planning and estate-settlement services.
Andrew T
Series 66
Galesburg, IL
Mass Mutual Investors Services
Andrew Thomas is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has previously worked at Charterpoint Wealth Strategies and Dick Blick Art Materials. Outside of his advisory role, Thomas serves on the boards of the United Way of West Central Illinois and the Kiwanis Club of Galesburg, where he is vice president, and he co-chairs the Young Professionals Network in Galesburg. MassMutual Investors Services 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 and asset management using firm-approved software to analyze client goals and delivers written recommendations, with implementation arranged separately.
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