Scott
Sundet

Mml Investors Services, LLC

CRD#2763978
Investment Advisor
in West Des Moines, IA
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About this Advisor

Scott Sundet is an investment advisor in West Des Moines, Iowa. Currently an investment advisor with Mml Investors Services, LLC, Sundet has a notable 22 years of experience in the financial advisory industry. Sundet has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Sundet is able to serve customers in Iowa. During their career, Sundet has held roles at Massachusetts Mutual Life Insurance Comp and Mml Investors Services. Mml Investors Services, LLC is based out of West Des Moines, Iowa, and has 1,335 other locations in the United States. As a company, Mml Investors Services, LLC manages $29 billion in assets dispersed across 238,365 accounts and employs more than 8,095 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 50,683 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 238,365 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Mml Investors Services, LLC offers 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's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

22 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

5550 Wild Rose Lane Ste 100
West Des Moines, IA 50266

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

IA Average: 118
Total Number of Accounts

185,684

IA Average: 4,567
Average Account Size

$162,035

IA 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

Scott Sundet Work History

Scott has 22 years of experience.

1996 - Present (23 years)

Massachusetts Mutual Life Insurance Comp

1996 - Present (23 years)

Mml Investors Services

Disclosures

Scott Sundet has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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