Brett
Courtmanche

Mml Investors Services, LLC

CRD#2522597
Investment Advisor
in Norwalk, CT

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About this Advisor

Brett Courtmanche is a financial advisor operating in Norwalk, Connecticut with a total of 18 years of industry experience. Courtmanche is an employee of Mml Investors Services, LLC. Over the course of their career, they have held roles at Mml Investors Services, LLC and Massmutual Life Insurance Co. Courtmanche maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to advise clients in Connecticut and Texas. Mml Investors Services, LLC is an advisory firm operating out of Springfield, MA. It has offices in 1,155 locations and a total of 7,379 employees. It oversees $59 billion in total assets between its 326,297 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 447 charities and foundations. Mml Investors Services, LLC performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees typically vary depending on the financial services. However, fees billed by Mml Investors Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

501 Merritt 7 Corporate Park 5Th Floor
Norwalk, CT 06851

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

CT Average: $16,012,751,954
Total Number of Employees

7,379

CT Average: 118
Total Number of Accounts

326,297

CT Average: 4,567
Average Account Size

$180,164

CT Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brett Courtmanche Work History

Brett has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Mml Investors Services, LLC

2005 - Present (19 years)

Massmutual Life Insurance Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brett Courtmanche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Ricardo Reyes
Iselin, NJ
Brent Henig
Greenvale, NY
David Samuelsen
Springfield, MA
Jeremy Harness
Chesterfield, MO
John Whitehead
Lake Oswego, OR
Michael Everritt
Tampa, FL
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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