William
Haak

Mml Investors Services, LLC

CRD#1312634
Investment Advisor
in Uniontown, OH

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About this Advisor

William Haak is a financial advisor who works out of Uniontown, Ohio who has 6 years of relevant experience. Haak is an advisor for Mml Investors Services, LLC. Haak has gained experience at Metropolitan Life Insurance Company, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Haak has a Series 63 license, certifying them as a securities agent, and can advise clients in Ohio. Mml Investors Services, LLC is a company headquartered in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 advisors. It controls $59 billion in total assets among its 326,297 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 447 charitable organizations. The firm performs a diverse assortment of services, such as 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. Fees for financial management are based on which service is offered. However, fee types charged by Mml Investors Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

6 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

Office Location

3575 Forest Lake Drive Suite 180
Uniontown, OH 44685

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

OH Average: 118
Total Number of Accounts

326,297

OH Average: 4,567
Average Account Size

$180,164

OH Average: $3,506,186

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

William Haak Work History

William has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Mml Investors Services, LLC

2016 - Present (8 years)

Massachusetts Mutual Life Insurance Company

1991 - Present (33 years)

Metropolitan Life Insurance Company

1991 - Present (33 years)

Metlife Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Haak 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

Jeremy Harness
Chesterfield, MO
Jill Raymond
Walnut Creek, CA
Christopher Thrower
Dallas, TX
Brady Murray
Lehi, UT
John Whitehead
Lake Oswego, OR
Brian Mariano
Atlanta, GA
Robert Ahrendt
Seattle, WA
David Samuelsen
Springfield, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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