Grant
Fischer

Mml Investors Services, LLC

CRD#7410463
Investment Advisor
in Owensboro, KY

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About this Advisor

Grant Fischer is a financial advisor based out of Owensboro, Kentucky with 1 year of relevant experience. Fischer works at Mml Investors Services, LLC. Their career trajectory has included roles at Renaissance Financial Corp, Minnesota Life Insurance Co, Securian Financial Services Inc, Edward Jones, Walmart, Moonlite Bar B Q Inn, Koch Development Corporation, College View Middle School, Daviess County High School, Brescia University, Murray State University, Massmutual Life Insurance Co and Mml Investors Services, LLC. Fischer holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Kentucky. Mml Investors Services, LLC is a registered investment business operating out of Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 people on staff. It manages $59 billion in assets across its 326,297 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 447 charitable organizations. The advisory firm provides 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 fees typically depend on which services are offered. Fees billed by Mml Investors Services, LLC most likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Office Location

1601 Frederica Street
Owensboro, KY 42301

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

KY Average: 118
Total Number of Accounts

326,297

KY Average: 4,567
Average Account Size

$180,164

KY Average: $3,506,186

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

Grant Fischer Work History

Grant has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mml Investors Services, LLC

2020 - Present (4 years)

Massmutual Life Insurance Co

2022 - 2022 (< 1 year)

Renaissance Financial Corp

2022 - 2022 (< 1 year)

Minnesota Life Insurance Co

2022 - 2022 (< 1 year)

Securian Financial Services Inc

2021 - 2021 (< 1 year)

Edward Jones

2020 - 2021 (1 year)

Walmart

2020 - 2022 (2 years)

Murray State University

2018 - 2020 (2 years)

Moonlite Bar B Q Inn

2018 - 2020 (2 years)

Brescia University

2014 - 2018 (4 years)

Koch Development Corporation

2014 - 2018 (4 years)

Daviess County High School

2011 - 2014 (3 years)

College View Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Grant Fischer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Steven Lebowitz
Memphis, TN
Jeffrey Benson
Dallas, TX
Carlos Forde Jr
Peachtree Corners, GA
Vincent Vaghi
Bethesda, MD
Alexander Mitchum
Charleston, SC
Kimy Smith
Antioch, CA
Ricardo Reyes
Iselin, NJ
Jameson Lett
Dublin, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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