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Justin Monroe Henegar

MML Investors Services, LLC

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About Justin Monroe Henegar

Justin Monroe Henegar is an investment advisor representative with MML Investors Services, LLC. Justin has been in the financial services industry since 2005. Justin has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Justin has a Bachelor of Science degree in Finance from the University of Oklahoma and a Master of Business Administration from the University of Texas at San Antonio. Justin is also a Certified Financial Planner and a Chartered Financial Analyst. Justin is a member of the National Association of Personal Financial Advisors and the Financial Planning Association. Justin has experience in portfolio management, retirement planning, college savings, and estate planning. Justin is committed to providing clients with personalized financial advice and strategies that meet their individual needs.

Firm Information

Justin Henegar is currently registered with MML Investors Services, LLC. MML Investors Services, LLC is a Limited Liability Company headquartered in Springfield, MA, formed in January 2011. The firm is registered with the SEC and in 53 states. They provide a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and asset allocation programs. MML Investors Services, LLC manages over $72 billion in assets for individuals, high-net-worth individuals, corporations, trusts, foundations, charitable organizations, pension plans, and insurance companies.
MML Investors Services, LLC

1295 STATE STREET

SPRINGFIELD, MA 01111-0001

$72.83B

Assets Under Management

Not reported

Total Clients

6,192

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation programs

Asset allocation programs

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors fees

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Justin Henegar’s Registration & Firm History

IN

01/17/2025 - Present

MML Investors Services, LLC (Noblesville IN)

OH

08/18/2020 - 08/24/2022

INDEPENDENT FINANCIAL GROUP, LLC (Archbold OH)

IN

02/13/2017 - 12/31/2018

CFD INVESTMENTS, INC. (Noblesville IN)

TX

03/10/2010 - 04/10/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)

OK

05/01/2009 - 03/02/2010

RAYMOND JAMES & ASSOCIATES, INC. (OKLAHOMA CITY OK)

OK

07/14/2007 - 05/04/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)

OK

01/04/2007 - 07/17/2007

PRIMEVEST FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)

OK

07/03/2006 - 12/15/2006

UVEST FINANCIAL SERVICES GROUP, INC. (NORMAN OK)

KS

06/14/2005 - 07/03/2006

INTRUST BROKERAGE INC. (WICHITA KS)

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Licenses & Designations

IA

Issued 01/25/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/28/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2010

Series 3 - National Commodity Futures Examination

BC

Issued 06/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Monroe Henegar.
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