Madison, MS 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
124 One Madison Plaza, Suite 2200
Madison MS 39110
Advisors at this office
5
Advisors at this office
Rachana P
Series 63, Series 65
Madison, MS
Mass Mutual Investors Services
Rachana Puri is a financial advisor with Mass Mutual Investors Services in Madison, MS, holding Series 63 and Series 65 designations and 17 years of industry experience. She has been associated with MML Investors Services LLC and MassMutual Life Insurance Company since 2011. In addition to her advisory role, she is an agent for Puri Financial LLC, focusing on individual life and health insurance. Mass Mutual Investors Services operates as 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 uses firm-approved software tools for goal analysis and delivers written recommendations with a collaborative, ongoing planning approach.
Marcus T
ChFC®, Series 63, Series 65
Madison, MS
Mass Mutual Investors Services
Marcus Turner is a financial advisor with Mass Mutual Investors Services in Madison, MS, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at MML Investors Services, Mass Mutual Life Insurance Company, Turner Financial Services LLC, and Allstate Insurance Company. Outside of his advisory work, he serves as an elder at Mendenhall Bible Church, where he is involved in preaching, teaching, and financial oversight. 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, charitable organizations, and employers. The firm offers comprehensive planning engagements supported by advanced analytical tools and educational seminars.
Ralph P
Series 63, Series 65
Madison, MS
Mass Mutual Investors Services
Ralph Peeples Jr. is a financial advisor with Mass Mutual Investors Services in Madison, MS, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has held positions at multiple firms, including Oxford Risk Management Group and Park Avenue Securities. Peeples also serves as president and CEO of Oxford Risk Management Group and is an executive board member of the Fellowship of Christian Athletes. 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, asset management, and educational seminars, employing tools such as Monte Carlo simulations and automated asset-allocation software to deliver written recommendations.
John J
Series 66
Madison, MS
Mass Mutual Investors Services
John Jordan is a financial advisor with Mass Mutual Investors Services in Madison, MS, holding a Series 66 designation and 11 years of industry experience. He has worked with MML Investors Services and Mass Mutual Life Insurance Company since 2016 and previously spent one year at KPMG. In addition to his advisory role, he is involved in life and health insurance sales. 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 financial planning, asset management, and educational seminars, using firm-approved software to support collaborative, goal-oriented planning engagements.
Toby B
Series 63, Series 66
Madison, MS
Mass Mutual Investors Services
Toby Butler is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of financial services, Butler worked at Mossy Oak Golf and was affiliated with Mississippi State University. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, annual planning engagements using firm-approved tools and also offers estate-settlement, employer-sponsored planning, and a standalone Divorce Planning service.
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