Minneapolis, MN South 5th Street Office

Team
Updated today
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,118

Across 1,229 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

100 South 5th Street, Suite 2450

Minneapolis MN 55402

Advisors at this office

28

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. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2018, he worked at St Michael Car Care Center from 2016 to 2018. 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 provides ongoing financial planning, asset management, and educational seminars, offering 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
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David K

Series 63

Minneapolis, MN

Mass Mutual Investors Services

David Keller is a Series 63 licensed financial advisor with Mass Mutual Investors Services in Minneapolis, MN, where he has worked since 1995. He has 31 years of industry experience, all spent at MassMutual and its affiliated firms. Outside of his advisory role, Keller is involved in managing his own real estate ventures through Keller 1, LLC and Keller Management Company. 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 using collaborative, goal-oriented 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
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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
user avatar

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 at Mass Mutual Investors Services with over 23 years of industry experience. She holds the CFP® and ChFC® designations and has worked previously at Metlife Securities, Inc. Since 2017, she has been involved in insurance sales through her own agency, ROYA, LLC, and currently serves as co-chair of a capital campaign and a finance committee member for a nonprofit foundation. 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational 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
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