Martha Christine Lewis

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

• 07/2017 → 01/2024
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 12/2024 → Present
  Massmutual Life Insurance Co
  Denver, CO
• 08/2025 → Present
  Mml Investors Services, Llc
  Denver, CO
• 01/2024 → 06/2024
  Unemployed
  Denver, CO
• 06/2024 → 12/2024
  City And County Of Denver
  Denver, CO
• 02/2014 → 07/2017
  Wells Fargo & Co
  San Francisco, CO

Other Businesses

Name: Wild Poppy LLC Inv Rel: Y Add: Residential Address Nature: Rental income Position: Partner/Owner Start Date: 03/05/2021 No Hrs/Mo: 10 No/Hrs Mo dur trading: 0 Describe Duties: Co-landlord of two studio apartments for long-term rentals. The apartments are co-owned with my spouse and we share duties such as communicating with tenants, light repairs, etc.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-27