Heidi
Hanson

Mml Investors Services, LLC

CRD#2888615
Investment Advisor
in Manchester, MA

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About this Advisor

Heidi Hanson is a certified financial planner who lives in Manchester, Massachusetts. Currently an investment advisor with Mml Investors Services, LLC, Hanson has 10 years of experience as an investment advisor. Hanson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Hanson can work with clients based out of Texas. Hanson has gained experience at New England Securities, Metlife Securities Inc, Mass Mutual Life Insurance Company and Mml Investors Services, LLC. Mml Investors Services, LLC is located in Manchester, Massachusetts, and operates out of 1,335 brick-and-mortar locations in the United States. Overall, Mml Investors Services, LLC oversees $40 billion in assets dispersed across 206,878 accounts and retains more than 7,471 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 206,878 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Mml Investors Services, LLC provides 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, CERTIFIED FINANCIAL PLANNER™

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

7 Summer St Ste 4
Manchester, MA 01944

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

MA Average: 118
Total Number of Accounts

206,878

MA Average: 4,567
Average Account Size

$191,239

MA 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

Heidi Hanson Work History

Heidi has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Mass Mutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities Inc

2010 - 2015 (5 years)

New England Securities

Disclosures

Heidi Hanson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Pete Bouros
Chicago, IL
Evan Cleary
Newtown Square, PA
Brett Laferrera
Tuscaloosa, AL
Connor Iarussi
Marlton, NJ
Robert Boyer
Holyoke, MA
Jennifer Funk
Cincinnati, OH
John Demarinis
Greenvale, NY
William Franks
Atlanta, GA

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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