Overland Park, KS 10975 Benson Drive Suite 300 Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mass Mutual Investors Services
Institution
Firm-wide stats for Mass Mutual Investors Services
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
Based on Mass Mutual Investors Services
Location
10975 Benson Drive, Suite 300
Overland Park KS 66210
Advisors at this office
4
Advisors at this office
Jon I
Series 63, Series 66, Series 65
Overland Park, KS
Mass Mutual Investors Services
Jon Ingalls is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co/Integrated Wealth Strategies since 2016. 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 financial planning, asset management, wrap and money-manager programs, and educational seminars.
Graham H
Series 66
Overland Park, KS
Mass Mutual Investors Services
Graham Harvey is a financial advisor with MassMutual Investors Services, holding a Series 66 designation. He has been with the firm since 2025 and has prior experience in various roles across different industries, including service and valuation positions. 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 structures financial planning engagements as ongoing, collaborative relationships that utilize firm-approved tools to analyze client goals and deliver written recommendations.
Greg H
Series 63, Series 65
Overland Park, KS
Mass Mutual Investors Services
Greg Harvey is a financial advisor with Mass Mutual Investors Services in Overland Park, Kansas, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Mass Mutual and its affiliated firms since 1998. Outside of his advisory role, he is involved in individual and group life and health insurance sales and owns Savage Cabbage, LLC, an entity established for potential property resale activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved tools and provides specialized planning programs, including estate settlement and employer-sponsored plans.
Matthew D
Series 66
Overland Park, KS
Mass Mutual Investors Services
Matthew Dieker is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2021. Prior to joining Mass Mutual, Dieker worked in education at the University of Kansas and Anderson County High School. In addition to his advisory role, he is registered as an insurance agent selling life, disability, long-term care, fixed annuities, and health insurance outside of MassMutual. 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, using firm-approved software and structured annual planning engagements that typically recommend investment categories and strategies without discretionary authority.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")