August
Wossner

Mml Investors Services, LLC

CRD#1999245
Investment Advisor
in Springfield, MA

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About this Advisor

August Wossner is a financial advisor based in Springfield, Massachusetts, who has been in the industry for 10 years. Wossner is on the advisory team at Mml Investors Services, LLC. Their career trajectory has included roles at World Equity Group, Massmutual Life Insurance Company, Mml Investors Services LLC and Msi Financial Services, Inc. Wossner has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Mml Investors Services, LLC is a financial advisory company based in Springfield, Massachusetts. It has offices in 1,335 locations and a total of 7,471 people on staff. It controls $40 billion in total assets across its 206,878 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 254 charitable organizations. The firm performs a number of services, including 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. A financial advisor's fees typically depend on which services the firm provides the client. However, fees charged by Mml Investors Services, LLC most likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Disclosures

No

Office Location

1295 State Street
Springfield, MA 01111

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

MA Average: 118
Total Number of Accounts

206,878

MA Average: 4,567
Average Account Size

$191,239

MA Average: $3,506,186

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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

August Wossner Work History

August has 10 years of experience.

2016 - Present (5 years)

Msi Financial Services, Inc

2013 - Present (8 years)

Massmutual Life Insurance Company

2013 - Present (8 years)

Mml Investors Services LLC

2010 - 2012 (2 years)

World Equity Group

Disclosures

August Wossner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

William Creeden
Charleston, SC
Leann Price
Seattle, WA
Drew Catanese
Tampa, FL
Hunter Trotter
Newtown Square, PA
Stephen Niple
Cleveland, OH
William Heaney
New Bedford, MA
April Romero
Virginia Beach, VA
Phillip Bacon
Columbia, MO

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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