Edward Joseph Wirtz

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

• 03/2008 → Present
  Mass Mutual Dba Tag Financial & Insurance Svcs
  El Segundo, CA
• 05/2008 → Present
  Mml Investors Services Inc. Dba Tag Financial & Insurance Svcs.
  El Segundo, CA

Previous Registrations

• 2012-01-11 → 2013-04-01
  Lenox Advisors, Inc.
  New York, NY
  Los Angeles, CA

Other Businesses

NAME: CHARLES E WIRTZ IRREVOCABLE TRUST INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: TRUST ADMIN POSITION: TRUSTEE START DATE: 2015 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 0 (2)NAME: ONE WEALTH PARTNERS FINANCIAL AND INSURANCE SOLUTIONS INV REL: Y ADD: 222 N PACIFIC COAST HIGHWAY SUITE 1331 EL SEGUNDO CA 90245 NATURE: INDIVIDUAL LIFE/HEALTH, GROUP LIFE/HEALTH POSITION: SALES/OWNER START DATE: 5/7/1991 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 2 (3) NAME: EJ WIRTZ INC INV REL: Y ADD: 222 N PACIFIC COAST HIGHWAY SUITE 1331 EL SEGUNDO CA 90245 NATURE: OWNER OF CORPORATION FOR PASS THROUGH COMPENSATION, POSITION: OWNER START DATE: 4/10/2008 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING:40

Exams

• S66 Uniform Combined State Law Examination
  2007-07-20
• S63 Uniform Securities Agent State Law Examination
  1994-02-18

Other Names

• E J Wirtz