Intrinsic Investors
47yrs
Top advisor by experience in Wauwatosa
3yrs
Kyle Baus
Financial advisor at MML Investors Services
Kyle Baus has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Wauwatosa, Wisconsin. After less than a year at Principal Securities, Kyle joined MML Investors Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. MML Investors Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 129 advisors with offices in Wauwatosa, and one of 119 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office10401 Innovation Drive Suite 125, Wauwatosa, WI 53226
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – Mar 2025Principal Securities, Inc.Previously
- 2023 – nowMML Investors Services, LLCCurrent firm
Contact Kyle
Local office(414) 615-4850Ask for Kyle. (413) 226-0000Main office · Springfield, MA 10401 Innovation Drive Suite 125Wauwatosa, WI 53226Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kyle
How do I contact Kyle?
Call Kyle’s local office at (414) 615-4850 or the MML Investors Services main office at (413) 226-0000, and ask for Kyle Baus.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Kyle hold?
Series 66. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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