Minneapolis, MN South 5th Street Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

27

Of 5,061 advisors across 1,224 offices

Location

100 South 5th Street, Suite 2450

Minneapolis MN 55402

Advisors at this office

27

Advisors at this office

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Greta G

Series 63, Series 65

Minneapolis, MN

Mass Mutual Investors Services

Greta Gleiter is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding Series 63 and Series 65 credentials. She has three years of industry experience, including roles at MassMutual Life Insurance Co and Mass Mutual Investors Services. Prior to her financial services career, she worked in construction and at Bell International Laboratories. MassMutual 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’s approach includes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized services such as estate-settlement and employer-sponsored 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
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Beth J

Series 66

Minneapolis, MN

Mass Mutual Investors Services

Beth Johnson is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining MML Investors Services and MassMutual Life Insurance Co in 2025, she worked for the State of Minnesota Commerce Fraud Bureau from 2013 to 2021. Outside of her advisory role, she is involved in real estate through ownership of BDL Real Estate LLC and BDL Legacy LLC. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized services including divorce planning and estate settlement.

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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Harrison W

Series 63, Series 66

Minneapolis, MN

Mass Mutual Investors Services

Harrison Weems is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018. Prior to this, he worked at St Michael Car Care Center and Charter Nex Films. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative financial planning engagements using firm-approved software and offers specialized services including divorce planning, estate settlement, and employer-sponsored 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
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David K

Series 63

Minneapolis, MN

Mass Mutual Investors Services

David Keller is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 63 designation and with 30 years of industry experience. He has been affiliated with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1995. Outside of his advisory role, he is involved in insurance sales and serves as chief manager of Keller 1, LLC and Keller Management Company, which focus on real estate activities including property buying, selling, and homeowners association management. 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, charitable organizations, and employers. The firm provides ongoing collaborative financial planning using firm-approved analytical tools and delivers written recommendations, with additional services such as 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
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Braden K

Series 66

Minneapolis, MN

Mass Mutual Investors Services

Braden Kocer is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He has worked with MML Investors Services and Mass Mutual/M&E Catalyst since 2020 and previously held positions at Dan Reichert State Farm and the Austin Minnesota Parks and Recreation. Outside of his advisory role, Kocer facilitates client referrals for property and casualty insurance by coordinating quotes and introductions to insurance agents. 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, charitable organizations, and employers. The firm offers collaborative financial planning using firm-approved tools and delivers written recommendations, with implementation requiring 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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Jeffrey A

Series 63

Minneapolis, MN

Mass Mutual Investors Services

Jeffrey Albin is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 63 designation and 18 years of industry experience. He has been with MML Investors Services LLC and MassMutual Insurance Group since 2011. Outside of his advisory role, he also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and provides educational seminars alongside its investment offerings.

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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Jeremy N

ChFC®, Series 63

Minneapolis, MN

Mass Mutual Investors Services

Jeremy Noyes is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds the ChFC® and Series 63 designations and has been with MML Investor Services, Inc. and MassMutual since 2004. Outside of his advisory work, he serves on the board of Twins Community Fund, assisting with ticket sales. Mass Mutual Investors Services provides financial planning and advisory services to individuals, business owners, trusts, estates, and charitable organizations, offering asset management and educational programs through its institutional platform.

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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Sara N

Series 63, Series 66

Minneapolis, MN

Mass Mutual Investors Services

Sara Noyes is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Mass Mutual Life Insurance Company since 2020 and has been with M&E Catalyst and Mass Mutual Investors Services since 2015. Noyes also serves on the board of the Twins Community Fund, where she is involved in ticket sales. 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 emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers specialized services including estate-settlement and employer-sponsored 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
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Sahand E

ChFC®, Series 63

Minneapolis, MN

Mass Mutual Investors Services

Sahand Elmtalab is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding the ChFC® designation and Series 63 license, with 17 years of industry experience. He has been with MassMutual and its affiliated firms since 2013. Outside of his advisory role, he is involved in sports memorabilia trading, serves on a city economic development authority committee, and holds positions in multiple business ventures including sales consulting and real estate. 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 programs, emphasizing collaborative client relationships and goal-based 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
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Martin M

Series 63

Minneapolis, MN

Mass Mutual Investors Services

Martin Mcalpin is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Insurance Company since 2013. Outside of his advisory role, he acts as a broker assisting clients with the sale of unneeded life insurance policies through M&E Catalyst Group and owns MM Investments LLC for pass-through compensation. 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 financial planning, asset management, and educational seminars using firm-approved software to analyze client goals and generally recommends investment categories and 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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Michael K

CFP®, Series 63, Series 65, Series 66

Minneapolis, MN

Mass Mutual Investors Services

Michael Kotila is a CFP® with 18 years of industry experience. He is currently affiliated with MassMutual Investors Services in Minneapolis, MN. His prior roles include positions at LPL Financial and Larson Financial. MassMutual Investors Services 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, structuring engagements as ongoing collaborations that emphasize goal analysis and 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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Peter B

Series 66

Minneapolis, MN

Mass Mutual Investors Services

Peter Bouillon is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. His prior roles include positions at Innovative Planning Group/LPL Financial and MassMutual Life Insurance Company. Outside of finance, he has worked in municipal parks and recreation as well as university dining services. 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 uses proprietary software and structured annual planning engagements to deliver written recommendations focused 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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Patricia A

Series 63, Series 66

Minneapolis, MN

Mass Mutual Investors Services

Patricia Aarons is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN. She holds Series 63 and Series 66 designations and has 23 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Ameriprise. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, educational seminars, and specialized planning services such as divorce and estate settlement planning.

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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Roya M

CFP®, ChFC®, Series 63

Minneapolis, MN

Mass Mutual Investors Services

Roya Moltaji is a financial advisor with MassMutual Investors Services in Minneapolis, MN, holding CFP® and ChFC® designations and 22 years of industry experience. She has worked at MassMutual Investors Services since 2017 and previously spent 14 years with Metlife Securities, Inc. Moltaji serves as co-chair of a capital campaign and is a member of a nonprofit finance committee, participating in leadership and financial advisory roles for local organizations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative annual planning engagements using firm-approved tools and offers additional planning services including divorce, estate settlement, and employer-sponsored 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

Grant S

Series 63, Series 65

Minneapolis, MN

Mass Mutual Investors Services

Grant Saari is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, Foreverence, and the University of St. Thomas. 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, using firm-approved software to deliver written recommendations through 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
View complete list of advisors at this office
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