Justin Winkelman
Investment adviser representative at MML Investors Services, LLC
10 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
10 years in the industry.
- MML Investors Services, LLCAug 2021 to now
- Massmutual Life Insurance Co.May 2021 to now
- Mutual of Omaha Investor ServicesJan 2021 to May 2021
- H. Beck Inc/grove Point Investments Inc.Aug 2019 to Jan 2021
- Krave RestaurantJul 2019 to Oct 2019
- Mutual of Omaha Insurance CompanyOct 2018 to May 2021
- Kroghs Restaurant and Brew PubSep 2018 to Jun 2019
- Axa/equitable Advisors Llc/joseph SaccomannoJun 2018 to Aug 2018
- Monclair State UniversityJan 2017 to Jun 2018
- County College of MorrisJul 2015 to Jan 2017
- Chatterbox Drive -inApr 2011 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6967671
- Firm CRD
- 10409