Michael
Shrift

Mml Investors Services, LLC

CRD#7340022
Investment Advisor
in Indianapolis, IN

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About this Advisor

Michael Shrift is a financial advisor based out of Indianapolis, Indiana, who has 10 years of experience as a financial advisor. Shrift is currently employed by Mml Investors Services, LLC. During their career, Shrift has held roles at Massmutual Life Insurance Company, Mml Investors Services, LLC, Community Health Network and The Cleveland Clinic. Shrift holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. Mml Investors Services, LLC is a financial advisory firm headquartered in Indianapolis, Indiana. It has offices in 1,155 locations and a total of 7,620 people on staff. It has $63 billion in assets between its 287,089 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 384 charities and foundations. Mml Investors Services, LLC provides 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Mml Investors Services, LLC most likely consist of 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

No

Office Location

900 East 96Th Street Suite 300
Indianapolis, IN 46240

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

IN Average: 118
Total Number of Accounts

287,089

IN Average: 4,567
Average Account Size

$219,257

IN 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 Shrift Work History

Michael has 10 years of experience.

2021 - Present (2 years)

Mml Investors Services, LLC

2020 - Present (3 years)

Massmutual Life Insurance Company

2014 - 2021 (7 years)

Community Health Network

2012 - 2014 (2 years)

The Cleveland Clinic

Disclosures

Michael Shrift has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Kevin Hardee
Hernando, MS
Andrew Stauff
Minneapolis, MN
Cesar Canizalez
San Antonio, TX
Pedro Lugo
Orlando, FL
Rakesh Budhram
Ozone Park, NY
Richard Levy
Indianapolis, IN
Vincent Vaghi
Bethesda, MD
Coleman Barron
Memphis, TN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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