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Bart Broussard

Advisor at Mass Mutual Investors Services

Updated today

Location

Thibodaux, LA 70301

Credentials

CFP®, Series 63

Industry experience

27 years

About

Bart Broussard is a CFP® with 27 years of industry experience and is currently affiliated with Mass Mutual Investors Services. His prior experience includes nearly two decades with Metlife Securities Inc. and Metropolitan Life Insurance Company. Broussard serves as treasurer of a homeowners association and manages a timber farm as part of his other business activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers programs including wrap accounts and money-manager strategies alongside educational seminars.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

909 Canal Boulevard

Thibodaux, LA 70301

Most active in

Louisiana · Texas

Work history

Mass Mutual Investors Services

2017 - Present (9 years)

MassMutual Life Insurance Co

2016 - Present (10 years)

Metlife Securities Inc.

1998 - 2017 (19 years)

Metropolitan Life Insurance Company

1998 - 2017 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Thibodaux, LA

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Thibodaux, LA

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Thibodaux, LA

Cwm, Llc

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Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive
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David T

Series 63

Thibodaux, LA

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David Tabor is a financial advisor at Centaurus Financial, Inc. with 40 years of industry experience. He has been with Centaurus Financial since 1997 and also operates Frankie Tabor Plumbing, a business he has owned since 1984. Additionally, he serves as president of Affiliated Asset Managers, Inc., which provides trust-related services and health insurance sales. Centaurus Financial, Inc. offers advisory services through a network of independent representatives to individuals, families, businesses, and institutional clients. The firm provides financial planning, investment management, access to third-party managers, and retirement-plan advisory, employing a mix of fundamental and technical analysis in its investment approach.

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Thibodaux, LA

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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