Michael Joseph Bremer

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

• 05/2002 → 05/2022
  Cuna Brokerage Services, Inc.
  Carmel, IN
• 04/2002 → 05/2022
  Cuna Mutual Group
  Carmel, IN
• 05/2022 → 08/2023
  Lpl Financial Llc
  Carmel, IN
• 08/2023 → Present
  Mml Investors Services, Llc
  Carmel, IN
• 08/2023 → Present
  Massmutual Life Insurance Company
  Carmel, IN

Previous Registrations

• 2022-05-18 → 2023-09-08
  Lpl Financial Llc
  Carmel, IN
• 2005-12-20 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Carmel, IN
  Carmel, IN
  Indianapolis, IN

Other Businesses

(1)NAME: Earnest Consulting Group (ECG) INV REL: Y ADD: Residential Address NATURE: Outside insurance POSITION: Partner START DATE: 11/01/2023 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 10 DESCRIBE DUTIES: Presenting Credit Union owned Life insurance (CUOLI) to Credit Unions as an investment option for employee benefits costs. This is permissible with NCUA regulators. through Sammons (North America & Midland) are the leading providers. (2)NAME: OM Financial Group LLC INV REL: Y ADD: 280 Congress St Suite 1300 Boston, MA 02210 NATURE/DUTIES: Advisor of LLC for pass through compensation POSITION: Advisor START DATE: 02/16/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-19
• S63 Uniform Securities Agent State Law Examination
  1987-12-23

Other Names

• Mike Bremer
• Michael J Bremer