Kristofer Michael Copeland

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

• 08/2020 → Present
  Mml Investors Services, Llc
  Lakewood, CO
• 06/2020 → Present
  Mass Mutual Life Insurance Company
  Lakewood, CO
• 04/2019 → 09/2019
  Brown Brothers Harriman And Co
  Jersey City, NJ
• 01/2016 → 03/2020
  Drexel Rec Center
  Philadelphia, PA
• 10/2018 → 03/2020
  Learfield-Img College
  Philadelphia, PA
• 09/2015 → 05/2020
  Drexel University
  Philadelphia, PA

Other Businesses

Name: Kristofer Copeland Inv Rel: Y Add: 200 Union Blvd Ste 227, 2nd Floor Lakewood, CO 80228 Nature: Outside Insurance Sales Position: Independent Insurance Agent Start Date: 08/11/2022 No Hrs/Mo 5 No Hrs/Mo dur trading 0 Describe Duties: Life, Disability, Long-term care, Fixed annuities and Health.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-05

Designations

• Chartered Financial Consultant

Other Names

• Kristofer Copeland