Picture of Ivan Illan

    Ivan M. Illan

    Also Speaks Spanish


    Check the background of this investment professional on FINRA's BrokerCheck

    About Ivan

    Illán's professional career began with Nuveen Investments at their Chicago HQ.  Working mainly with client firms Merrill Lynch, UBS, Morgan Stanley Smith Barney, and Wells Fargo, he pioneered institutional relationship reporting systems. Nuveen relocated him to their Southern California office, where his distribution efforts were highlighted by a record-breaking ($2 Billion) NYSE IPO.

    Illán founded (ming)Consulting Inc., an investment banking consultancy formed to serve the distribution goals of investment management firms in the U.S. and Canada, working in Los Angeles, New York, Vancouver, Calgary, and Toronto.  During this time, he had successfully introduced one of the first Canadian Royalty Trusts and Covered Call Writing ETF's to the U.S. financial advisor market, an industry which now boasts more than $150 Billion in AUM.

    Illán shifted his knowledge and experience to benefit individual investors.  He first served as Vice President at Fisher Investments.  Then in January 2005, Illán joined Capstone Financial Partners in Los Angeles, a General Agency of Massachusetts Mutual Life
    Insurance Company (MassMutual).  Since joining MassMutual, he has built the largest Assets Under Management practice within the MassMutual Trust Company, FSB, and later formed Aligne Wealth Preservation, LLc. to offer joint-work to MMLIS registered representatives seeking specialty support in UHNW wealth management services.

    Illán is also frequent contributor to The Wall Street Journal, The Financial Times, Forbes, and other industry leading publications.

    Illán has a B.S. in Finance and a B.A. in Philosophy from Boston College.  He holds FINRA registrations 7, 63, 65, 24, & 53, CA Insurance Lic. #0E72008. He also holds the Institute of Business and Finance’s Certified Fund Specialist designation, and is a Founding Member of the CFA Society Los Angeles Wealth Management League.  He is philanthropically involved in the fostering of contemporary art as a MOCA Partner at the Museum of Contemporary Art, Los Angeles; as well as, on the Board of Directors of Step Up On Second Inc., providing economic perspective on the benefits from ending homelessness due to mental illness in Los Angeles County.

    Illán's professional career began with Nuveen Investments at their Chicago HQ.  Working mainly with client firms Merrill Lynch, UBS, Morgan Stanley Smith Barney, and Wells Fargo, he pioneered institutional relationship reporting systems. Nuveen relocated him to their Southern California office, where his distribution efforts were highlighted by a record-breaking ($2 Billion) NYSE IPO.

    Illán founded (ming)Consulting Inc., an investment banking consultancy formed to serve the distribution goals of investment management firms in the U.S. and Canada, working in Los Angeles, New York, Vancouver, Calgary, and Toronto.  During this time, he had successfully introduced one of the first Canadian Royalty Trusts and Covered Call Writing ETF's to the U.S. financial advisor market, an industry which now boasts more than $150 Billion in AUM.

    Illán shifted his knowledge and experience to benefit individual investors.  He first served as Vice President at Fisher Investments.  Then in January 2005, Illán joined Capstone Financial Partners in Los Angeles, a General Agency of Massachusetts Mutual Life
    Insurance Company (MassMutual).  Since joining MassMutual, he has built the largest Assets Under Management practice within the MassMutual Trust Company, FSB, and later formed Aligne Wealth Preservation, LLc. to offer joint-work to MMLIS registered representatives seeking specialty support in UHNW wealth management services.

    Illán is also frequent contributor to The Wall Street Journal, The Financial Times, Forbes, and other industry leading publications.

    Illán has a B.S. in Finance and a B.A. in Philosophy from Boston College.  He holds FINRA registrations 7, 63, 65, 24, & 53, CA Insurance Lic. #0E72008. He also holds the Institute of Business and Finance’s Certified Fund Specialist designation, and is a Founding Member of the CFA Society Los Angeles Wealth Management League.  He is philanthropically involved in the fostering of contemporary art as a MOCA Partner at the Museum of Contemporary Art, Los Angeles; as well as, on the Board of Directors of Step Up On Second Inc., providing economic perspective on the benefits from ending homelessness due to mental illness in Los Angeles County.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Ivan M. Illan is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 4695 Mac Arthur Ct, Suite 1000, Newport Beach, CA 92660, Tel: (949) 660-1717

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    California, Florida, North Carolina, Pennsylvania, Virginia, Washington, Oregon, New York, Maine, Hawaii

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Florida, Pennsylvania, Alabama, Arizona, Arkansas, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Oregon, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Washington

    Ivan M. Illan , Los Angeles, CA, CA Insurance Lic.# 0E72008

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