Overland Park, KS 10975 Benson Drive Suite 350 Office

Team
Updated today
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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

10975 Benson Drive, Suite 350

Overland Park KS 66210

Advisors at this office

16

Advisors at this office

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Jared W

Series 63, Series 65

Overland Park, KS

Mass Mutual Investors Services

Jared Wirsig is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He previously worked for Northwestern Mutual companies from 2003 to 2026 before joining MassMutual Life Insurance Company and MML Investors Services in 2026. MassMutual 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, annual planning engagements using firm-approved analytical tools and also provides event-driven planning programs such as estate-settlement and divorce 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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Jacob G

Series 66

Overland Park, KS

Mass Mutual Investors Services

Jacob Grauberger is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at Northwestern Mutual and MassMutual Life Insurance Co., as well as teaching positions at several educational institutions. 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 various programs including wrap and money-manager options and conducts educational seminars.

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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Tylor M

Series 66

Overland Park, KS

Mass Mutual Investors Services

Tylor McDonald is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and Northstar Group. Outside of his advisory work, he also works as a DoorDash driver. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations.

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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Noah T

Series 63, Series 65

Overland Park, KS

Mass Mutual Investors Services

Noah Taylor is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 designations. He has one year of industry experience and previously served in the United States Army and the Wyoming Army National Guard for a combined total of 10 years. 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, goal-based planning using firm-approved analytic tools and offers specialized programs such as divorce planning 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

Bradley S

Series 63, Series 65

Overland Park, KS

Mass Mutual Investors Services

Bradley Seib is a financial advisor with MassMutual Investors Services in Overland Park, KS, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent 18 years at MetLife Securities. Seib is a board member and committee chair for the No Stone Unturned Foundation, a therapy center for children with disabilities. MassMutual Investors Services 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 uses technology-driven analysis tools to support annual financial planning engagements and offers a range of investment programs and educational seminars.

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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Dillon B

Series 63, Series 65

Overland Park, KS

Mass Mutual Investors Services

Dillon Blain is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Northwestern Mutual Investment Services and Voya Financial Advisors. 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 offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational seminars.

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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Stanton L

Series 66

Overland Park, KS

Mass Mutual Investors Services

Stanton Lohrengel is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. He has worked at MML Investors Services, LLC and MassMutual Life Insurance Co since 2021 and previously held roles at Enterprise Holdings and the University of Central Missouri. Outside of his advisory work, Stanton is also a licensed insurance agent specializing in life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools, with implementation of recommendations handled through 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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Andrew S

Series 66

Overland Park, KS

Mass Mutual Investors Services

Andrew Schmelzle is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Overland Park, KS. He has been with MML Investors Services, LLC since 2026 and previously worked at MassMutual Life Insurance Company, Wildcat NIL, Kansas State University, Keim TS, and USD 113 Sabetha School District. 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 a range of planning programs and educational seminars, utilizing firm-approved tools to deliver written recommendations tailored to client goals.

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

James W

Series 66

Overland Park, KS

Mass Mutual Investors Services

James Warren is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. He has worked with MML Investor Services, LLC and MassMutual Life Insurance Company since 2010. Outside of his advisory role, he is involved in engine tuning for classic cars and trucks. MML Investor Services, LLC operates as a subsidiary of MassMutual and provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes detailed, collaborative planning engagements using firm-approved analytical tools, with implementation options available through 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
user avatar

Marc H

Series 66

Overland Park, KS

Mass Mutual Investors Services

Marc Hammer is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 23 years of industry experience, all with Mass Mutual and its affiliated companies. Outside of his advisory role, he serves as treasurer on the executive board of the Jewish Community Center in Overland Park, KS. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and educational seminars.

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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Bradly M

CFP®, Series 63, Series 66

Overland Park, KS

Mass Mutual Investors Services

Bradly Masek is a CFP® professional with 35 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Co and MetLife Securities. He is also involved in individual life insurance sales through a personal business venture. Mass Mutual 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, and charitable organizations. The firm provides collaborative, goal-oriented planning using firm-approved analytical tools, with a range of programs 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

Elizabeth G

Series 63, Series 65

Overland Park, KS

Mass Mutual Investors Services

Elizabeth Gillenwater is a financial advisor with Mass Mutual Investors Services, holding the Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior roles include positions at LPL Financial LLC and Waddell & Reed, Inc., as well as work as an independent wine consultant. She is also involved with St. Thomas More School. 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 offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships 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
user avatar

Christopher K

Series 63, Series 65

Overland Park, KS

Mass Mutual Investors Services

Christopher Kramer is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and Metlife Securities. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning and event-driven estate 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

David Y

Series 63, Series 65

Overland Park, KS

Mass Mutual Investors Services

David Yount is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes 16 years at MetLife Securities and over a decade with MassMutual Life Insurance Company. Outside of his advisory role, he consults for Endgame Consulting, LLC, a business consulting and exit planning firm serving business owners. 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 annual collaborative financial planning engagements using firm-approved analytical tools and offers a variety of educational programs and specialized 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

Kevin C

Series 66

Overland Park, KS

Mass Mutual Investors Services

Kevin Coronado is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Northwestern Mutual Investment Services and MassMutual Life Insurance, as well as work with Subsplash and local churches. 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 ongoing financial planning, asset management, and educational seminars with a structured, collaborative approach to client goals.

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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