Karen
Bliss

Mml Investors Services, LLC

CRD#4932616
Investment Advisor
in Springfield, MA

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About this Advisor

Karen Bliss is a financial advisor based in Springfield, Massachusetts, working with Mml Investors Services, LLC. Karen has previously held positions at American Savings Bank, Lpl Financial, United Planners' Financial Services, Rental Property, Massmutual, Mml Investors Services, LLC, and The Bliss Family Trust. Karen has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Karen is part of Mml Investors Services, LLC, which operates out of Springfield, Massachusetts. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

1295 State Street
Springfield, MA 01111

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

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

7,130

MA Average: 118
Total Number of Accounts

351,645

MA Average: 4,567
Average Account Size

$207,106

MA 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

Karen Bliss Work History

2023 - Present (1 year)

Massmutual

2023 - Present (1 year)

Mml Investors Services, LLC

2017 - Present (7 years)

The Bliss Family Trust

2015 - 2023 (8 years)

United Planners' Financial Services

2015 - 2021 (6 years)

Rental Property

2014 - 2015 (1 year)

American Savings Bank

2014 - 2015 (1 year)

Lpl Financial

Disclosures

Please visit the SEC profile of Karen Bliss 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

Kannan Akins
Franklin, TN
Louis Giangrande
Norwalk, CT
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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