MS
Firm Information
Compensation
N/A
Number of Advisors
16 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
This brochure supplement does not contain any fee information. It supplements the Form ADV Part 2 “Brochure” for MM Ascend Life Investor Services, LLC.
Areas of Practice
Annuities
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Advisor Information
Office location
191 Rosa Parks, Cincinnati, OH, 45202
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is the president of Stockpile LLC, an investment club, dedicating minimal time. He is also an external wholesaler for MassMutual Ascend Life Insurance Company's Annuity Sales division, a full-time occupation, and is approved for occasional sales of non-securities insurance products.
Employment History
Current Registrations
Mm Ascend Life Investor Services, LLC
June 2020 - Present · 5 yrs 7 mos
Mm Ascend Life Investor Services, LLC Broker
June 2020 - Present · 5 yrs 7 mos
Mm Ascend Life Investor Services, LLC
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
CUNA Brokerage Services, INC.
January 2019 - April 2020 · 1 yr 3 mos
CUNA Brokerage Services, INC.Broker
January 2019 - April 2020 · 1 yr 3 mos
Nepsis Advisor Services, INC.
April 2018 - December 2018 · 8 mos
Navian Capital Securities LLCBroker
January 2018 - December 2018 · 11 mos
The Leaders Group, INC.Broker
August 2016 - December 2017 · 1 yr 4 mos
Allianz Life Financial Services, LLCBroker
February 2011 - November 2015 · 4 yrs 9 mos
Comprehensive Asset Management and Servicing, INC.Broker
July 2010 - January 2011 · 6 mos
State Registrations4 states
FLMNOHSD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.