Lisle, IL Office

Team
Updated today
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,113

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

2441 Warrenville Road, Suite 300

Lisle IL 60532

Advisors at this office

30

Advisors at this office

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Ajit P

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Ajit Pant is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 19 years at Metlife Securities Inc. Outside of his advisory role, Pant is the founder and board member of the American Association of Engineers of Indian Origin, a nonprofit organization focused on educational, technological, and scientific interaction and networking opportunities. 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 financial planning, asset management, and educational seminars, structuring engagements as collaborative, annual relationships emphasizing goal analysis and broad 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
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Louis C

ChFC®, Series 63

Lisle, IL

Mass Mutual Investors Services

Louis Cassara is a ChFC® with 42 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He is also chairman and CEO of The Cassara Clinic, a professional development and executive coaching firm focused on coaching and teaching representatives and entrepreneurs. Additionally, he is involved in individual and group life insurance sales through The Financial Resource Network. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, and various organizations, employing firm-approved analytical tools to deliver tailored recommendations.

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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Daniel K

Series 63, Series 66

Lisle, IL

Mass Mutual Investors Services

Daniel Krout is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. from 2008 to 2017. Outside of his advisory work, he is also an insurance agent engaged in outside insurance sales covering individual and group life, health, Medicare supplement, and property/casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers.

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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James J

Series 63, Series 66

Lisle, IL

Mass Mutual Investors Services

James Jasper is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual and its affiliates since 2013, following a one-year tenure at Northwestern Mutual Investment Management. Jasper is also licensed as a life and health insurance agent. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved analytical tools to support 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
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Michael D

Series 66

Lisle, IL

Mass Mutual Investors Services

Michael Dusek is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as working at the United Center, Prairie Landing Golf Club, and Muscle Beach Nutrition. 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 provides financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-based planning 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
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Thomas B

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Thomas Bongiorno is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent two years with Metlife Securities. Outside of his advisory work, he is a drummer in a local 80's cover band that performs at special events. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and supports a range of investment strategies without discretionary authority.

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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Mohamad N

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Mohamad Nasir is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Allied Asset Advisors, Guidance Investments, and related firms. Nasir is also a member of the Illinois State Employees Retirement System, attending meetings on retirement benefits. 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, using collaborative, software-assisted planning processes that focus on investment categories and strategies.

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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Mark T

CFP®, Series 66

Lisle, IL

Mass Mutual Investors Services

Mark Tsoulos is a financial advisor with Mass Mutual Investors Services in Lisle, IL. He holds CFP® and Series 66 credentials and has 10 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2015 to 2017 and has been associated with MassMutual Life Insurance Company since 2016. Outside of his advisory role, he was involved with Soccer Shots, a youth soccer program, from 2012 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools, with planning engagements structured as annual, collaborative relationships.

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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Taher A

Series 66

Lisle, IL

Mass Mutual Investors Services

Taher Assaf is a financial advisor at Mass Mutual Investors Services in Lisle, IL, holding a Series 66 designation and two years of industry experience. His work history includes roles at MassMutual Life Insurance Co, First Merchants Corp, and Breeze. MassMutual 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, providing clients with written recommendations based on detailed analyses and firm-approved 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

Michael M

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Michael Miller is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Resources from 2006 to 2017. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers various programs including money-manager 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

Patrick S

Series 63

Lisle, IL

Mass Mutual Investors Services

Patrick Sullivan is a financial advisor with Mass Mutual Investors Services in Lisle, IL, holding a Series 63 designation and over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 1984 and has been associated with MassMutual Life Insurance Company since 1973. Outside of his advisory role, he is also active as a broker in health insurance through S.P. Services, Inc. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, emphasizing 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
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Louis S

Series 63, Series 66

Lisle, IL

Mass Mutual Investors Services

Louis Sanfilippo is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018 and previously with The Financial Resource Network from 2012 to 2018. 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

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

Dinesh S

Series 63, Series 66

Lisle, IL

Mass Mutual Investors Services

Dinesh Saxena is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 35 years of industry experience. His career includes over a decade at New York Life and Eagle Strategies before joining MassMutual. Outside of advising, he conducts insurance sales focused on life insurance renewal commissions. 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 programs, emphasizing collaborative, goal-oriented planning without discretionary investment management.

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

George T

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

George Teng is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Investors Services in 2017. Teng is also an insurance agent affiliated with MetLife Trails. Mass Mutual 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 offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that utilize 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

Adam B

Series 63, Series 65

Lisle, IL

Mass Mutual Investors Services

Adam Bukowski is a financial advisor with MassMutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance since 2014. Outside of his advisory role, he serves as Treasurer for the DuPage Senior Citizens Council, a nonprofit organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

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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