Susan Tallakson

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

• 04/2018 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fargo, ND
• 03/2017 → 03/2018
  The Mortgage Company
  Fargo, ND
• 01/2017 → 03/2017
  Discovery Benefits
  Fargo, ND
• 09/2013 → 12/2016
  Daktronics
  Brookings, SD
• 04/2016 → 12/2016
  Mccrory Gardens
  Brookings, SD
• 08/2012 → 12/2016
  South Dakota State University
  Brookings, SD
• 01/2021 → Present
  Mml Investors Services, Llc
  West Fargo, ND
• 01/2021 → Present
  Massmutual Life Insurance Co
  West Fargo, ND

Previous Registrations

• 2019-09-09 → 2021-01-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fargo, ND
  New York, NY

Other Businesses

(1)Name: Tallakson Property Group LLC Inv rel: Y Add: 3925 4th St E, West Fargo, ND 58078 Nature: Rental Income; Office Space Position: Property Manager Start date: 03/25/2022 No. HR/MO: 5 No. HR/MO during sec trading: 0 (2)Name: Susan Tallakson/Real Broker LFRO LLC Inv rel: Y Add: 1531 32nd Ave S, Fargo, ND 58103 Nature: Realtor/Real Estate; Real Estate firm - list, show, and sell properties Position: Independent Contractor Start date: 05/23/2022 No. HR/MO: 10 No. HR/MO during sec trading: 0 Describe Duties: Referring real estate buying and selling leads to Real Broker LFRO LLC

Exams

• S66 Uniform Combined State Law Examination
  2019-09-04

Other Names

• Susan Hansen
• Susan Lorrayne Hansen