Richard Harris Wurst

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

• 06/2016 → Present
  Mass Mutual Life Insurance Company
  Toledo, OH
• 02/2017 → Present
  Mml Investors Services, Llc
  Toledo, OH
• 01/2016 → 01/2017
  Unemployed
  Sylvania, OH

Other Businesses

Name: Richard H. Wurst Inv rel: Y Add: 7150 W. Central Ave Ste. 100 Toledo, OH. 43617 Nature: Outside Insurance Position: Sales Start date: 1/24/2017 No. HR/MO: 3 No. HR/MO during sec trading: 3 Describe Duties: Life and health insurance sales (2) Name: Pragmatic Financial LLC Inv rel: Y Add: 2380 Haverford Rd, Columbus, OH 43220 Nature: My Financial Advising LLC - Do not Market only for Tax Purposes Position: Owner Start date: 01/11/2017 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe Duties: The LLC was established from the advise of my attorney for tax filing purposes in regards to my self employment income that is generated by my financial professional business

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-03-20

Other Names

• Richard Wurst