Holly
Mihal

Mml Investors Services, LLC

CRD#3274538
Investment Advisor
in Kansas City, MO
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

16 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

No

Office Location

9237 Ward Parkway Suite 208
Kansas City, MO 64114

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

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

8,095

MO Average: 118
Total Number of Accounts

238,365

MO Average: 4,567
Average Account Size

$120,232

MO 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

Holly Mihal Work History

Holly has 16 years of experience.

2018 - Present (1 years)

Mml Investors Services, LLC

2018 - Present (1 years)

Massmutual Life Insurance Company/Twin Financial, Inc

2015 - 2016 (1 years)

Ubs Financial Services Inc

2011 - 2015 (4 years)

Raymond James And Associates

2010 - 2011 (1 years)

Homemaker

2009 - 2010 (1 years)

Montgomery Financial Group/Wells Fargo Finet

2002 - 2009 (7 years)

Fifth Third Securities Inc (628)

Disclosures

Holly Mihal has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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