Kasey
Closs
Mml Investors Services, LLC
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About this Advisor
Kasey Closs is a certified financial planner and chartered financial consultant operating in Wilsonville, Oregon. Closs is an advisor for Mml Investors Services, LLC. Throughout their career, they have worked at Wells Fargo Advisors, LLC, Jacksonville Jaguars, Nw Transfer Service Inc, Focused LLC, Sports & Lifestyle Unlimited, Lake Oswego Little League, Wells Fargo Clearing Services, LLC, Penn Mutual Life Insurance Co, Hornor, Townsend & Kent, Inc, Mass Mutual Life Insurance Co and Mml Investors Services, LLC. Closs holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Mml Investors Services, LLC is an advisory firm headquartered in Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 financial advisors. It handles $59 billion in total assets across its 326,297 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 447 charities and foundations. Mml Investors Services, LLC has a number 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. Fees for financial management usually vary depending on the type of financial services. Fees charged by Mml Investors Services, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$58,787,051,166
7,379
326,297
$180,164
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
Kasey Closs Work History
Kasey has been registered as a financial advisor for 0 years.*
Mass Mutual Life Insurance Co
Mml Investors Services, LLC
Penn Mutual Life Insurance Co
Hornor, Townsend & Kent, Inc
Wells Fargo Advisors, LLC
Sports & Lifestyle Unlimited
Wells Fargo Clearing Services, LLC
Jacksonville Jaguars
Nw Transfer Service Inc
Focused LLC
Lake Oswego Little League
*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 Kasey Closs 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
Dallas, TX
Bethlehem, PA
Springfield, MA
Dallas, TX
Lake Oswego, OR
Iselin, NJ
Seattle, WA
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.
