Susan Owens
Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Massmutual Life Insurance CompanyMar 2026 to now
- MML Investors Services, LLCNov 2025 to now
- Lenox AdvisorsNov 2025 to now
- UnemployedMar 2025 to Nov 2025
- Osaic Wealth, Inc.Sep 2023 to Mar 2025
- Sagepoint Financial, IncNov 2022 to Sep 2023
- Securities America Advisors, IncSep 2022 to Jun 2024
- Securities America, Inc.Sep 2022 to Jun 2024
- UnemployedMar 2022 to Sep 2022
- First Command Advisory ServicesSep 2019 to Mar 2022
- First Command Brokerage Services, IncSep 2019 to Mar 2022
- Night Water Industries, LLCJun 2017 to Mar 2022
- USAA Financial Advisors, Inc.Jun 2013 to Sep 2017
- USAA Financial Planning ServicesJun 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 5245568
- Firm CRD
- 10409