Graham
Gerlach

Mml Investors Services, LLC

CRD#3093059
Investment Advisor
in Denver, CO
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

55 Madison St Suite 755
Denver, CO 80206

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

CO Average: $16,012,751,954
Total Number of Employees

7,805

CO Average: 118
Total Number of Accounts

185,684

CO Average: 4,567
Average Account Size

$162,035

CO Average: $3,506,186

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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
  • Other

Graham Gerlach Work History

Graham has 20 years of experience.

2014 - Present (5 years)

Massmutual Life Insurance Company

2014 - Present (5 years)

Mml Investors Services LLC

2011 - 2014 (3 years)

Northwestern Mutual Wealth Management Company

1998 - 2014 (16 years)

Northwestern Mutual Life Ins. Co

1998 - 2014 (16 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Graham Gerlach has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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