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Brenton William Matzek

Investment adviser representative at MML Investors Services, LLC
21 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business

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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

21 years in the industry.

  1. Massmutual Life Insurance CompanyJul 2026 to now
  2. MML Investors Services, LLCJul 2026 to now
  3. UnemployedJan 2026 to Jun 2026
  4. Walser Wealth Management Company, LLCSep 2025 to Jan 2026
  5. Fisher InvestmentsOct 2022 to Aug 2025
  6. Wells Fargo Clearing Services, LLCJun 2005 to Sep 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2002

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
2688760
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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