Todd
Schultz
Mml Investors Services, LLC
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About this Advisor
Todd Schultz is a financial advisor based in Solon, Ohio, working with Mml Investors Services, LLC. Todd has previously held positions at John Hancock, John Hancock Distributors LLC, Valmark Securities, Inc, Mml Investors Services, LLC, and Massmutual Life Insurance Co. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Todd is part of Mml Investors Services, LLC, which operates out of Solon, Ohio. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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 fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$72,827,710,537
7,130
351,645
$207,106
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
Todd Schultz Work History
Mml Investors Services, LLC
Massmutual Life Insurance Co
Valmark Securities, Inc
John Hancock Distributors LLC
John Hancock
Disclosures
Please visit the SEC profile of Todd Schultz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mml Investors Services, LLC
Sun Prairie, WI
Franklin, TN
New York, NY
Memphis, TN
Rockford, IL
Emmett, ID
Vancouver, WA
Newtown Square, PA
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