Steven
Harp

Mml Investors Services, LLC

CRD#5759957
Investment Advisor
in Denver, CO
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About this Advisor

Steven Harp is a certified financial planner and chartered financial consultant operating in Denver, Colorado, with 12 years of financial industry experience. Harp works at Mml Investors Services, LLC. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Company, Carmichael Training Systems, Northwestern Mutual Investment Services LLC, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Massmutual Life Insurance Company and Mml Investors Services LLC. Harp has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in Colorado. Mml Investors Services, LLC is a financial advisory firm that has its headquarters in Denver, Colorado. It has offices in 1,335 locations and a total of 8,095 people on staff. It controls $29 billion in assets under management across its 238,365 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 512 charities and foundations. Mml Investors Services, LLC offers a broad range of services, such as 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. A financial advisor's fees typically depend on the type of services. Fee types billed by Mml Investors Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

12 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

2930 Umatilla St Ste 201
Denver, CO 80211

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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

Steven Harp Work History

Steven has 12 years of experience.

2015 - Present (4 years)

Massmutual Life Insurance Company

2015 - Present (4 years)

Mml Investors Services LLC

2014 - 2015 (1 years)

Northwestern Mutual Wealth Management Company

2012 - 2015 (3 years)

Northwestern Mutual Investment Services, LLC

2010 - 2015 (5 years)

Northwestern Mutual Life Insurance Company

2010 - 2015 (5 years)

Northwestern Mutual Investment Services LLC

2006 - 2010 (4 years)

Carmichael Training Systems

Disclosures

Steven Harp has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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