Michael
Madsen

Mml Investors Services, LLC

CRD#5960748
Investment Advisor
in Meridian, ID

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About this Advisor

Michael Madsen is a financial advisor working in Meridian, Idaho, who has 10 years of financial industry experience. Madsen works at Mml Investors Services, LLC. Throughout their career, they have worked at Printelligent, Massmutual Life Insurance Company and Mml Investors Services LLC. Madsen holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Idaho and Texas. Mml Investors Services, LLC is an advisory firm headquartered in Meridian, Idaho. The firm has offices in 1,335 locations and a total of 7,471 financial advisors. It controls $40 billion in total assets across its 206,878 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 254 charities and foundations. Mml Investors Services, LLC has a number 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. Financial management fee schedules depend on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Yes

Office Location

3540 E Longwing Lane Suite 210
Meridian, ID 83646

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

ID Average: 118
Total Number of Accounts

206,878

ID Average: 4,567
Average Account Size

$191,239

ID 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

Michael Madsen Work History

Michael has 10 years of experience.

2011 - Present (11 years)

Massmutual Life Insurance Company

2011 - Present (11 years)

Mml Investors Services LLC

2010 - 2011 (1 year)

Printelligent

Disclosures

Michael Madsen has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Matthew Pawlowski
Charlotte, NC
Sang Gao
Phoenix, AZ
Taehoon Gang
Los Angeles, CA
Avinoam Efraim
Rochelle Park, NJ
Justin Previte
Boston, MA
Jonathan Markos
Las Vegas, NV
Matthew Merrick
Chesterfield, MO
April Romero
Virginia Beach, VA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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