John E Roehm
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.
- MML Investors Services, LLCFeb 2025 to now
- Massmutual Life Insurance CompanyFeb 2025 to now
- Cross Country MortgageFeb 2024 to Feb 2025
- Valley View Home LoansJul 2023 to Feb 2024
- Self EmployedMar 2023 to Jul 2023
- Key Investment Services LLCFeb 2006 to Mar 2023
- Key BankAug 2005 to Mar 2023
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 4623984
- Firm CRD
- 10409