Steven Thomas Klimaszewski
Investment adviser representative at MML Investors Services, LLC
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$115.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- MML Investors Services, LLCAug 2023 to now
- Massmutual Life Insurance CoAug 2023 to now
- J. Matrik Wealth ManagementDec 2003 to now
- Kestra Advisory Services, LLC.Dec 2003 to Aug 2023
- Kestra Investment Services, LLC.Dec 2003 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2287121
- Firm CRD
- 10409