Mml Investors Services, LLC
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About this Advisor
Holly Mihal is a certified financial planner in Kansas City, Missouri. Currently a registered investment advisor at Mml Investors Services, LLC, they have gathered 16 years of work experience as a financial advisor. Mihal has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Mihal is registered to serve clients in Missouri. Throughout their career, Mihal has worked at Fifth Third Securities Inc (628), Montgomery Financial Group/Wells Fargo Finet, Homemaker, Raymond James And Associates, Mml Investors Services, LLC, Ubs Financial Services Inc and Massmutual Life Insurance Company/Twin Financial, Inc. Mml Investors Services, LLC is based out of Kansas City, Missouri, and has 1,335 other brick-and-mortar locations in the country. Overall, Mml Investors Services, LLC oversees $29 billion in assets across 238,365 accounts and retains more than 8,095 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. 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 advisor firm's 238,365 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Mml Investors Services, LLC can provide 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
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
Holly Mihal Work History
Holly has 16 years of experience.
Mml Investors Services, LLC
Massmutual Life Insurance Company/Twin Financial, Inc
Ubs Financial Services Inc
Raymond James And Associates
Montgomery Financial Group/Wells Fargo Finet
Fifth Third Securities Inc (628)
Holly Mihal has no disclosures.
Please visit their SEC profile for more details.