Tara Nicole Eulenfeld

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

• 07/2008 → 03/2018
  Principal Life Insurance Company
  Jacksonville, FL
• 07/2008 → 03/2018
  Princor Financial Services Corporation
  Jacksonville, FL
• 12/2009 → 03/2018
  The Glenn Planning Group
  Jacksonville, FL
• 02/2018 → Present
  Massmutual Life Insurance Company
  St. Augustine, FL
• 04/2018 → Present
  Mml Investor Services, Llc
  St. Augustine, FL

Previous Registrations

• 2009-01-21 → 2018-04-17
  Principal Securities, Inc.
  Fleming Island, FL
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

(1) NAME: THE GLENN PLANNING GROUP. INV REL: Y ADD: 1500 SETON PLACE, FLEMING ISLAND FL 32003 NATURE: OUTSIDE INSURNACE - GROUP PRODUCTS: HEALTH, LIFE, NON-MEDICAL POSITION: EMPLOYEE. START DATE: 2010 NO. HR/MO: 10-20 NO. HR/MO DURING SEC TRADING: 5. (2) NAME: THE GLENN PLANNING GROUP MANAGEMENT COMPANY, INC. INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: COMPANY IS USED FOR BUSINESS EXPENSES AND ACCOUNTING PURPOSES POSITION: DIRECTOR START DATE: 01/21/2015 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: AUDIT THE PAYMENT OF COMPENSATION FROM GROUP INSURANCE PROVIDERS AND PROVIDE GUIDANCE ON EXPENSE CONTROL AND BUDGETING.

Exams

• S66 Uniform Combined State Law Examination
  2009-01-07
• S63 Uniform Securities Agent State Law Examination
  2005-08-25

Other Names

• Tara N Mathews
• Tara Nicole Mathews
• Tara Nicole Eulenf