Timothy J Loeffler
Investment adviser representative at MML Investors Services, LLC
11 yearsExperience
3 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
11 years in the industry.
- Massachusetts Mutual Life Insurance CompanyMar 2017 to now
- MML Investors Services, LLCMar 2017 to now
- Metlife Securities Inc.Sep 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 6562758
- Firm CRD
- 10409