Mml Investors Services, LLC
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
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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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
Jesse Polk Work History
Jesse has 10 years of experience.
Mml Investor Services, Inc
Massmutual Life Insurance Company
Jesse Polk has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
New York, NY
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.