Benjamin Bagnato

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

• 03/2014 → 09/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2014 → 09/2024
  Northwestern Mutual Investment Services Llc
  Monroeville, PA
• 01/2016 → 09/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 10/2024 → Present
  Massmutual Life Insurance Company
  Irwin, PA
• 10/2024 → Present
  Mml Investors Services Llc
  Irwin, PA

Other Businesses

1)Name: BFB Resources, LLC DBA Bagnato Wealth Management, Inv Rel: Y Addr: 11110 Center Hwy Ste 3, Irwin PA 15642, Nature: LLC filing as an S-Corp to receive more favorable tax treatment on advisory/wealth management revenue, Position: Sole Member, Start: 10/01/2024, No Hr/Mo: 150 No Hr/Mo Dur Trading: 140 Duties: Financial Planning/Advising Clients. 2)Name: Benjamin Bagnato, Inv Rel: Y Addr: 11110 Center Hwy, Ste 3, Irwin PA 15642, Nature: Outside Insurance Position: Agent, Start: 10/01/2024, No Hr/Mo: 10 No Hr/Mo Dur Trading: 5 Duties:Life, Disability, Long-term care and Fixed Annuities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-11-18

Designations

• Certified Financial Planner

Other Names

• Benjamin Bagnato