Rachel Elizabeth Comfort

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  Massmutual Life Insurance Company
  Greenwood Village, CO
• 01/2016 → Present
  Mml Investor Services, Llc
  Greenwood Village, CO

Previous Registrations

• 2007-04-25 → 2015-12-23
  Equitable Advisors, Llc
  Lakewood, CO
  Greenwood Village, CO
  Greenwood Village, CO
  Lakewood, CO

Other Businesses

NAME: MADISON FINANCIAL LLC INV REL: Y ADD: 5555 DTC PARKWAY STE 272 GREENWOOD VILLAGE CO 80111 NATURE: DBA FOR FINANCIAL SERVICES WORK POSITION: MANAGER START DATE: 6/30/2023 NO HRS/MO: 45 NO HRS/MO DUR TRADING: 45 DUTIES: THIS IS THE DBA UNDER WHICH WE DO ALL OF OUR FINANCIAL SERVICES WORK-INCLUDING FINANCIAL PLANNING, INVESTMENTS, INSURANCE AND ALL FINANCIAL ADVISING. (2) NAME: COMFORT FINANCIAL, LLC INV REL: Y ADD: RESIDENTIAL NATURE: LLC STRUCTURE RECOMMENDED SOLELY FOR TAX PURPOSES. POSITION: OWNER START DATE: 7/1/2023 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0 DUTIES: THIS ENTITY IS SOLELY FOR TAX PURPOSES AND RECOMMENDED BY MY CPA. NO REAL DUTIES ASSOCIATED WITH IT

Exams

• S66 Uniform Combined State Law Examination
  2007-04-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Rachel Elizabeth Root
• Rachael Comfort
• Rachael Elizabeth Comfort