Joshua Michael Hoffman
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, LLCNov 2024 to now
- Massmutual Life Insurance CoMay 2024 to now
- Bank FirstMay 2023 to Aug 2023
- The WharfMay 2022 to Aug 2022
- University of Wisconsin-madisonSep 2021 to May 2024
- Nitty GrittyAug 2021 to May 2024
- MenardsMay 2021 to Aug 2021
- Concordia University of WisconsinSep 2020 to May 2021
- Manitowoc County Highway DepartmentJun 2020 to Aug 2020
- Lincoln High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7993343
- Firm CRD
- 10409