Logan Offner

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

Authority	Category	Status	Date
TX	RA	APPROVED	2021-07-22
MO	RA	APPROVED	2020-02-27

TX RA
APPROVED

Since 2021-07-22
MO RA
APPROVED

Since 2020-02-27

Branch Locations

Saint Louis, MO • United States

16150 Main Circle Drive Suite 400, Chesterfield, MO 63017 • 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

Organization	City	State	From	To
University Of Central Missouri	Warrensburg	MO	08/2015	05/2019
Mass Mutual Life Insurance Co	Chesterfield	MO	06/2019	Present
Mml Investors Services, Llc	Chesterfield	MO	11/2019	Present

08/2015 → 05/2019

University Of Central Missouri

Warrensburg, MO
06/2019 → Present

Mass Mutual Life Insurance Co

Chesterfield, MO
11/2019 → Present

Mml Investors Services, Llc

Chesterfield, MO

Other Businesses

NAME: OFFNER WEALTH GROUP, LLC INV REL: Y ADD: 16150 MAIN CIRCLE DR, STE 400, CHESTERFIELD, MO 63017 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 01/02/2025 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 40 DESCRIBE DUTIES: PERFORMING NORMAL FUNCTIONS, DUTIES, & RESPONSIBILITIES AS AN INVESTMENT ADVISOR REPRESENTATIVE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-24

S66 Uniform Combined State Law Examination

2020-02-24

View on SEC IAPD