Toledo, OH W Central Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
23
Of 5,061 advisors across 1,224 offices
Location
7150 W Central Ave, Suite 100
Toledo OH 43617
Advisors at this office
23
Advisors at this office
Marc S
Series 63, Series 66
Toledo, OH
Mass Mutual Investors Services
Marc Seymour is a financial advisor with Mass Mutual Investors Services in Toledo, Ohio, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Bank of America and Merrill and has experience with nonprofit organizations including Ronald McDonald House Charities and the Children's Cancer Research Fund. 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 using firm-approved tools to analyze client goals and delivers written recommendations without discretionary authority.
Robert Z
Series 63
Toledo, OH
Mass Mutual Investors Services
Robert Zirker III is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance since 2001. Outside of his advisory role, he serves as secretary for a professional networking organization for chiropractors, managing communications and event logistics. 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 programs including money-manager solutions and educational seminars.
Richard R
Series 63
Toledo, OH
Mass Mutual Investors Services
Richard Rudnicki is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having 29 years of industry experience. He has worked at MML Investors Services and Mass Mutual since 2013. Outside of his advisory role, he is an insurance agent specializing in life, health, group life, group health, disability income, and annuities, and is a partner in Rudy Development LLC, a real estate venture. 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 offers financial planning, asset management, and educational programs, using firm-approved tools to develop written recommendations typically implemented through separate brokerage or insurance arrangements.
Michael C
Series 63, Series 65
Toledo, OH
Mass Mutual Investors Services
Michael Connole is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Connole serves as a FINRA arbitrator and holds board positions with the American Legion Post 211 and the Cleveland Clinic. 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, and charitable organizations. The firm uses firm-approved software tools and offers structured, annual financial planning engagements tailored to client goals.
David M
Series 65, Series 63
Toledo, OH
Mass Mutual Investors Services
David Mercer Jr. is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at OSAIC FA, Inc., Magis Wealth Advisors, Lincoln Financial Advisors, Equity Trust Company, and LPL Financial. 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 provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools to deliver tailored recommendations primarily focused on investment categories and strategies.
Lawrence N
Series 63
Toledo, OH
Mass Mutual Investors Services
Lawrence Nold Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. He has been with MML Investor Services, Inc. and Massachusetts Mutual Life Insurance Company since 1994. Outside of his advisory role, he serves as treasurer on the board of the St. Michael the Archangel Parish Foundation & St. Michael School Foundation, overseeing and reviewing investment returns. MML 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 tools to deliver written investment recommendations as part of ongoing planning relationships.
David B
Series 63
Toledo, OH
Mass Mutual Investors Services
David Bodner is a financial advisor with Mass Mutual Investors Services in Toledo, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 1998. Outside of his advisory role, he serves as a board member of the Maumee Rotary Service Foundation, where he participates in approving grants for education and literacy programs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of investment and event-driven planning programs.
Dale S
ChFC®, Series 63, Series 65
Toledo, OH
Mass Mutual Investors Services
Dale Seymour is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, having worked at Mass Mutual Investors Services since 1982 and holding leadership in Seagate Benefits Administrators, Inc. since 1981. Seymour serves on the boards of the Skylight Foundation and the Central Catholic High School Foundation, where he is involved in charitable discussions and oversight of scholarship awards. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars.
Angela B
Series 63
Toledo, OH
Mass Mutual Investors Services
Angela Barney is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. She has been with Mass Mutual Investors Services since 1999 and has been associated with Mass Mutual Life Insurance Company since 1993. Outside of her advisory role, she is involved in insurance brokerage and is a member of Mosquito Fighters LLC, where she oversees marketing and finances. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships.
Richard W
Series 63
Toledo, OH
Mass Mutual Investors Services
Richard Wurst is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding a Series 63 designation and nine years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in life and health insurance sales and owns a financial advising LLC established for tax purposes. 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 seminars, structuring planning engagements as annual collaborative relationships with clients.
Michael K
Series 66
Toledo, OH
Mass Mutual Investors Services
Michael King is a financial advisor with Mass Mutual Investors Services in Toledo, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2025, he worked at Glass City Federal Credit Union and Northwestern Mutual, and has spent several years in full-time education. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning and asset management services. The firm offers collaborative, annual planning engagements using firm-approved software and provides additional services including estate settlement and employer-sponsored planning programs.
Christopher H
Series 63
Toledo, OH
Mass Mutual Investors Services
Christopher Heerdegen is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 33 years of industry experience. He has been with Mass Mutual Investors Services since 1993 and Massachusetts Mutual Life Insurance Company since 1992. Outside of his advisory role, he serves as chairman of Rowing to Remember, a nonprofit organization supporting the Alzheimer's Association’s fundraising efforts, and is president and first responder for the Ottawa Lake Volunteer Fire Department. 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’s approach includes collaborative annual planning relationships using firm-approved software tools and offers specialized programs such as divorce planning and estate-settlement services.
Angela W
CFP®, ChFC®, Series 63
Toledo, OH
Mass Mutual Investors Services
Angela Wingerd is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. She holds the CFP® and ChFC® designations and has been with Mass Mutual Investors Services since 1994. Outside of her advisory role, she is involved with a life and health insurance sales business. 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, wrap and money-manager programs, and educational seminars.
Kelley G
Series 63
Toledo, OH
Mass Mutual Investors Services
Kelley Gibbons is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 25 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. In addition to her advisory role, she works as an insurance broker specializing in life, disability, long-term care, and fixed annuities. 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 financial planning, asset management, wrap and money-manager programs, and educational seminars.
Kathleen K
Series 63
Toledo, OH
Mass Mutual Investors Services
Kathleen Kawczynski is a financial advisor with MassMutual Investors Services in Toledo, OH, holding a Series 63 designation and 37 years of industry experience. She has been with MassMutual Investors Services and MassMutual Life Insurance Company since 1992. In addition to her advisory role, she is involved in health and life insurance sales. MassMutual Investors Services 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 ongoing, structured financial planning engagements using firm-approved tools and offers various specialized planning programs.
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