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Addison John Degen

Mml Investors Services, LLC

Kansas City, MO

CRD 7000099

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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:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-09
MO RA APPROVED 2022-09-15
  • TX RA
    APPROVED
    Since 2023-06-09
  • MO RA
    APPROVED
    Since 2022-09-15

Branch Locations

9237 Ward Parkway Suite 208, Kansas City, MO 64114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Century Investment Services, Inc. Kansas City MO 09/2018 08/2019
Spring Venture Group Kansas City MO 07/2017 08/2018
University Of Kansas Lawrence KS 08/2013 05/2017
Massmutual Life Insurance Co Kansas City MO 08/2021 Present
Mml Investors Services, Llc Kansas City MO 08/2021 Present
Metlife Kansas City MO 09/2019 07/2021
  • 09/2018 → 08/2019
    American Century Investment Services, Inc.
    Kansas City, MO
  • 07/2017 → 08/2018
    Spring Venture Group
    Kansas City, MO
  • 08/2013 → 05/2017
    University Of Kansas
    Lawrence, KS
  • 08/2021 → Present
    Massmutual Life Insurance Co
    Kansas City, MO
  • 08/2021 → Present
    Mml Investors Services, Llc
    Kansas City, MO
  • 09/2019 → 07/2021
    Metlife
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-01
S63 Uniform Securities Agent State Law Examination 2018-10-22
  • S65 Uniform Investment Adviser Law Examination
    2022-09-01
  • S63 Uniform Securities Agent State Law Examination
    2018-10-22
Other Names
  • Addison John Degen

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Nearby Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO

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