Jesse
Polk

Mml Investors Services, LLC

CRD#5794306
Investment Advisor
in Minneapolis, MN

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About this Advisor

Jesse Polk is an investment advisor in Minneapolis, Minnesota. Currently a registered investment advisor at Mml Investors Services, LLC, they have accrued 10 years of professional experience. Polk has a Series 63 license, designating them as a securities representative. Polk can operate based out of Minnesota. Throughout their career, Polk has worked at Mml Investor Services, Inc and Massmutual Life Insurance Company. Mml Investors Services, LLC is located in Minneapolis, Minnesota, and operates out of 1,335 brick-and-mortar locations in the country. As a company, Mml Investors Services, LLC manages $40 billion in assets dispersed across 206,878 client accounts and retains more than 7,471 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 64,820 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. 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 can offer 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 may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

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

100 South Fifth Street Suite 2300
Minneapolis, MN 55402

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

MN Average: 118
Total Number of Accounts

206,878

MN Average: 4,567
Average Account Size

$191,239

MN 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

Jesse Polk Work History

Jesse has 10 years of experience.

2010 - Present (11 years)

Mml Investor Services, Inc

2010 - Present (11 years)

Massmutual Life Insurance Company

Disclosures

Jesse Polk has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Maria Popa
Memphis, TN
William Creeden
Charleston, SC
David Heller
New York, NY
Douglas Shannon
Peoria, IL
Robert Boyer
Holyoke, MA
Stephen Warren
Atlanta, GA
Thomas Poltersdorf Jr
Mechanicsburg, PA
Edwin Erickson
Seattle, WA

This content was 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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