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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-19 |
| MO | RA | APPROVED | 2018-03-20 |
Branch Locations
16150 Main Circle Drive Suite 400, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | St. Louis | MO | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Chesterfield | MO | 03/2017 | Present |
| Massmutual Life Insurance Co | Chesterfield | MO | 07/2016 | Present |
1) NAME: KYLE ORTMANN INV REL: Y ADD: @ RESIDENTIAL ADDRESS NATURE: PURCHASED RENTAL HOME FOR RENTAL COMPENSATION POSITION: OWNER START DATE: 02/01/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: UPKEEP OF HOME, FINDING TENANTS, COLLECTING RENT CHECKS 2) NAME: KYLE ORTMANN INV REL: Y ADD: 16150 MAIN CIRCLE DR. STE. 400, SAINT LUIS, MO 63017 NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 10/31/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: LIFE, DISABILITY, EQUITY FIXED LIFE, LONG-TERM CARE, AND FIXED ANNUITIES 3) NAME: KYLE ORTMANN INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: SALES OF LIFE SETTLEMENTS AS AN ALTERNATIVE CHOICE FOR CLIENTS POSITION: AGENT START DATE: 03/11/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: SALES OF LIFE SETTLEMENTS AS AN ALTERNATIVE CHOICE FOR CLIENTS WHO MAY NO LONGER WANT OR NEED THEIR LIFE INSURANCE POLICY, OR NO LONGER AFFORD THE EXPENSE OF PAYING PREMIUMS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-13 |
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