Brian is a Certified Financial Planner (CFP) and has obtained his Chartered Life Underwriter (CLU) designation. He holds FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), 7 (General Securities Representative) and 66 (NASAA Uniform Combined State Law Exam) registrations along with WI Life, Accident and Health Insurance licenses.
Brian Roell is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory Office: 525 Junction Road, Suite 8100 North Tower, Madison, WI 53717, Phone: 608-829-0015.*Producer(s) operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such marketing names are not subsidiaries or affiliates of MassMutual or its affiliated companies.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies