Charles Thomas Bell

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

• 09/2023 → 08/2024
  Primerica Financial Services
  Indianapolis, IN
• 01/2024 → 08/2024
  Pfs Investments Inc.
  Indianapolis, IN
• 01/2019 → Present
  Community Transformation Partners
  Pittsboro, IN
• 01/2013 → 01/2019
  At&T
  Indianapolis, IN
• 06/2010 → 01/2021
  Rise Indy Real Estate
  Brownsburg, IN
• 08/2024 → Present
  Massmutual Life Insurance Co
  Brownsburg, IN
• 09/2024 → Present
  Mml Investors Services, Llc
  Brownsburg, IN

Other Businesses

(1) NAME: COMMUNITY TRANSFORMATION PARTNERS INC INV REL: N ADD: 5812 N COUNTY RD 50 W PITTSBORO IN 46167 NATURE: HOUSING AND DEVELOPMENT SERVICES FOR RECOVERED ADDICTION POSITION: PRESIDENT & EXECUTIVE DIRECTOR COMMUNITY PASTOR START DATE: 1/1/2019 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: OVERSEE THE BOARD, ESTABLISH VISION, & MISSION, OVERSEE PROPERTY MANAGER AND RESIDENT MANAGER, PRESENTATIONS, FUND RAISING. (2) NAME: CHARLES THOMAS BELL INV REL: Y ADD: 615 KING FISHER DR BROWNSBURG IN 46112 NATURE: TRUSTEE/FIDUCIARY CONTROL ROLE POSITION: TRUSTEE/FIDUCIARY CONTROL ROLE START DATE: 9/29/2020 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: POWER OF ATTORNEY FOR MY MOTHER. (3) NAME: TOM BELL INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 11/1/2024 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 1 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, LONG-TERM CARE, & HEALTH. (4) NAME: JUNONIA FINANCIAL, LLC INV REL: Y ADD: 615 KING FISHER DR, BROWNSBURG, IN 46112 NATURE/DUTIES: OWNER OF LLC USED AS DBA NAME FOR FIRM BUSINESS POSITION: OWNER START DATE: 04/14/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-16
• S63 Uniform Securities Agent State Law Examination
  2024-02-03

Other Names

• C Thomas Bell
• Tom Bell