Edward John Lebold

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

• 10/1987 → Present
  Massmutual Life Insurance Co.
  Springfield, MA
• 05/1991 → Present
  Mml Investor Services, Llc
  Portland, OR

Other Businesses

(1) NAME: PORTLAND FINANCIAL GROUP INV REL: Y ADD: 5885 MEADOWS RD STE 850 LAKE OSWEGO, OR 97035 NATURE: LIFE, HEALTH, GROUP LIFE, GROUP HEALTH POSITION: SALES, OWNER, AGENT START DATE: 2010 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING:0 (2) NAME: PORTLAND FINANCIAL GROUP INV REL: Y ADD: 5885 MEADOWS RD STE 850 LAKE OSWEGO OR 97035 NATURE: FEE BASED INSURANCE CONSULTING POSITION: OWNER START DATE: 7/10/2018 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 3 (3) NAME: BOLDLY PLANNING, LLC INV REL: Y ADD: 5885 MEADOWS RD STE 850 LAKE OSWEGO OR 97035 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE:7/01/2024, NO. HR/MO: 160, NO. HR/MO DURING SEC TRADING: 160 (4) NAME: PRACTIONERINSURANCE.COM INV REL: Y ADD: 5885 MEADOWS RD STE 850 LAKE OSWEGO OR 97035 NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER START DATE: 1/1/2020 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 DUTIES INDIVIDUAL LIFE/HEALTH (5) NAME: TRULUMA, INV REL: Y, ADD: 1702 N.34TH ST SEATTLE WA 98103 NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE:01/01/2024, NO. HR/MO: .5, NO. HR/MO DURING SEC TRADING: 0, DUTIES: DISABLILITY INSURANCE

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-28
• S63 Uniform Securities Agent State Law Examination
  1991-06-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant