Omaha, NE N 102nd Court Office

Team
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Mass Mutual Investors Services logo

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

1111 N 102nd Court, Suite 300

Omaha NE 68114

Advisors at this office

6

Advisors at this office

user avatar

William L

Series 63, Series 65

Omaha, NE

Mass Mutual Investors Services

William Larson is a financial advisor with Mass Mutual Investors Services in Omaha, NE, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes positions at New York Life Insurance Company and Energy Solutions, Inc. Larson currently serves clients through Mass Mutual Investors Services, a subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers event-driven planning services, including 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
user avatar

Ryan S

Series 63, Series 65

Omaha, NE

Mass Mutual Investors Services

Ryan Solma is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities, Inc. from 2009 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in individual dental insurance through Ameritas. 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 firm-approved software to deliver collaborative, goal-based planning and a range of event-driven planning services.

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

Richard B

Series 66

Omaha, NE

Mass Mutual Investors Services

Richard Blessing is a financial advisor with Mass Mutual Investors Services in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent nine years at Metlife Securities, Inc. alongside a concurrent role at Massachusetts Mutual Life Insurance Company starting in 2016. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements and various specialized programs, including recent additions such as Divorce Planning and employer-sponsored planning services.

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

Blake L

Series 63, Series 65

Omaha, NE

Mass Mutual Investors Services

Blake Lund is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 50 years of industry experience. He has been with MML Investors Services, Inc. since 1982 and with Mass Mutual Life Insurance Company since 1980. 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 tools to deliver collaborative, annual financial 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
user avatar

Thomas O

Series 63, Series 65

Omaha, NE

Mass Mutual Investors Services

Thomas O'hara III is a financial advisor with Mass Mutual Investors Services in Omaha, NE, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019. O'hara also serves as the Director of Public Affairs for the US Army Corps of Engineers and holds the rank of Sergeant Major in the US Army Reserve and Nebraska Army National Guard. Mass Mutual 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 emphasizes collaborative, annual planning engagements using firm-approved software and offers specialized services including estate-settlement and employer-sponsored planning.

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

Christopher R

Series 63, Series 65

Omaha, NE

Mass Mutual Investors Services

Christopher Riggs is a financial advisor with Mass Mutual Investors Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company since 2016 and Metlife Securities, Inc. from 2001 to 2017. He is also the owner of Evergreen Financial, a legal business entity, and serves as an independent insurance agent specializing in property and casualty insurance. 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 offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning using firm-approved analytics.

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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