Tony Ryan Patterson

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

• 07/2013 → 03/2024
  Guardian Life Insurance Company
  Cedar Falls, IA
• 07/2013 → 03/2024
  Park Avenue Securities Llc
  Cedar Falls, IA
• 01/2024 → Present
  Massmutual Life Insurance Co
  Cedar Falls, IA
• 03/2024 → Present
  Mml Investors Services, Llc
  Cedar Falls, IA

Previous Registrations

• 2014-06-04 → 2024-03-06
  Park Avenue Securities Llc
  Cedar Falls, IA
  West Des Moines, IA
  Cedar Falls, IA

Other Businesses

Name: Envision Wealth Inv Rel: Y Addr: 6912 University Ave, Suite 1, Cedar Falls, IA 50613 Nature: Insurance Sales Position: Insurance Broker Start Date: 3/1/2024 No. Hr/Mo: 1 No. Hr/Mo During Sec Trading: 1 Duties: Life, disability.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-18

Designations

• Certified Financial Planner

Other Names

• Anthony Ryan Patterson