Jacob Heie
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.
- Massmutual Life Insurance CompanyFeb 2025 to now
- MML Investors Services, LLCFeb 2025 to now
- Equitable Advisors LLCJul 2024 to Jan 2025
- Pure HockeyJul 2024 to Sep 2024
- Majestic Oaks Golf ClubJun 2024 to Jun 2024
- Bauer Hockey ExperienceJun 2023 to Sep 2023
- Enhanced Healthcare Partners Through Paragon OneJun 2023 to Aug 2023
- Trucare Moving ServiceJul 2022 to Sep 2022
- Jones Mulch ServiceApr 2022 to Jun 2022
- Brookland GolfMay 2021 to Aug 2021
- University of St. ThomasSep 2020 to Jul 2024
- Door DashJun 2020 to Aug 2020
- Champlin Park HighschoolSep 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7960752
- Firm CRD
- 10409