Matthew Bennett

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

• 06/2016 → 01/2020
  Litera Microsystems
  Chicago, IL
• 02/2020 → 04/2020
  Latch
  New York, NY
• 04/2020 → 09/2020
  Unemployed
  Westfield, IN
• 09/2020 → 02/2025
  Northwestern Mutual Life Insurance Company
  Carmel, IN
• 09/2020 → 02/2025
  Northwestern Mutual Investment Services Llc
  Carmel, IN
• 12/2021 → 02/2025
  Northwestern Mutual Wealth Management Company
  Carmel, IN
• 01/2025 → Present
  Massmutual Life Insurance Company
  Indianapolis, IN
• 03/2025 → Present
  Mml Investors Services, Llc
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-24
• S63 Uniform Securities Agent State Law Examination
  2020-12-18

Other Names

• Matthew Bennett