Milwaukee, WI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
2
Of 5,061 advisors across 1,224 offices
Location
330 E Kilbourn Ave, Ste 1277
Milwaukee WI 53202
Advisors at this office
2
Advisors at this office
John T
CFP®, Series 66
Milwaukee, WI
Mass Mutual Investors Services
John Trepanier is a CFP® professional with 10 years of industry experience, currently affiliated with MassMutual Investors Services in Milwaukee, WI. His prior roles include positions at Cambridge Investment Research, Prudence Harker, and AXA Advisors. 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, focusing on collaborative, goal-oriented planning supported by firm-approved analytical tools.
Brian R
Series 63, Series 66
Milwaukee, WI
Mass Mutual Investors Services
Brian Roell is a financial advisor with Mass Mutual Investors Services in Milwaukee, WI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. Outside of his advisory role, Roell serves as a trustee for two family trusts and is involved with Roell Capital Management LLC in the sale of individual life and disability insurance. MassMutual 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 ongoing financial planning, asset management, and educational seminars, structuring financial planning as annual, collaborative engagements that emphasize written recommendations and goal-based analysis.
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