Mml Investors Services, LLC
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About this Advisor
Graham Gerlach is a certified financial planner in Denver, Colorado. Currently an investment advisor with Mml Investors Services, LLC, they have gathered 20 years of professional experience as a financial advisor. Gerlach maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Gerlach is able to work with customers based out of Colorado and Texas. Gerlach has gained experience at Northwestern Mutual Life Ins. Co, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Massmutual Life Insurance Company and Mml Investors Services LLC. Mml Investors Services, LLC is based out of Denver, Colorado, and operates out of 1,335 brick-and-mortar locations across the United States. Overall, Mml Investors Services, LLC oversees $29 billion in assets dispersed across 238,365 accounts and employs more than 8,095 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 238,365 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Mml Investors Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Graham Gerlach Work History
Graham has 20 years of experience.
Massmutual Life Insurance Company
Mml Investors Services LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Ins. Co
Northwestern Mutual Investment Services, LLC
Graham Gerlach has no disclosures.
Please visit their SEC profile for more details.