San Diego, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
MMA Asset Management LLC
Team
Firm-wide stats for MMA Asset Management LLC
About
MMA Asset Management LLC provides discretionary and non‑discretionary investment advisory services, financial planning, and consulting to individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, corporations, foundations, endowments, and charities. Services are delivered on a fee basis through portfolio management and stand‑alone planning engagements, and the firm also participates in custodian‑sponsored advisory programs and manager‑of‑managers platforms.
The firm allocates client assets among individual equities, fixed income, mutual funds and ETFs and employs fundamental, technical and charting analysis, with the capacity to use inverse and leveraged (enhanced) funds for hedging or tactical exposure. MMA also uses third‑party model and manager programs (including LPL’s MAS, OMP and MWP offerings), provides eMoney planning access, and operates on both discretionary and non‑discretionary mandates.
MMA’s organizational relationships are a notable distinguishing feature: it is owned by Marsh & McLennan Agency LLC and discloses affiliated broker‑dealers (MMA Securities LLC and MMC Securities), affiliated investment advisers (including Mercer Investments entities), and other group‑wide resources that support referrals and program access. The brochure also highlights attendant conflict‑management practices — including a code of ethics, disclosure of representatives’ ability to implement commissionable insurance or brokerage products, and an affiliated referral program — details that go beyond what most team firms disclose.
Based on MMA Asset Management LLC
Location
9171 Towne Centre Drive Suite 100
San Diego CA 92122
Advisors at this office
2
Advisors at this office
Marshal C
Series 66
San Diego, CA
MMA Asset Management LLC
Marshal Champlin is a Series 66-licensed financial advisor with MMA Asset Management LLC, based in San Diego, CA, and has two years of industry experience. Prior to joining MMA Asset Management, he worked at Marsh McLennan Agency, MMA Securities LLC, and Edward Jones. His background includes non-investment business activities supporting MMA’s insurance services. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, employer-sponsored retirement plans, corporations, foundations, endowments, and charities. The firm employs a diverse investment approach that includes fundamental, technical, and charting analysis, using a range of securities and third-party models, and benefits from its affiliation with Marsh & McLennan Agency and related entities.
Kevin B
Series 65, Series 66
San Diego, CA
MMA Asset Management LLC
Kevin Bowler is a financial advisor at MMA Asset Management LLC in San Diego, CA, with 18 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at MMA Asset Management since 2026, with prior roles at MMA Securities, Marsh & McLennan Agency, SagePoint Financial, Barney and Barney, Mass Mutual Investors Services, and Ameriprise. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, including high-net-worth clients, retirement plans, corporations, foundations, endowments, and charities. The firm uses a range of investment strategies including equities, fixed income, mutual funds, and ETFs, supported by fundamental, technical, and charting analysis, along with third-party model and manager programs.
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