Mark
Meek

Mml Investors Services, LLC

CRD#6045810
Investment Advisor
in Lake Oswego, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Meek is a financial advisor based in Lake Oswego, Oregon, working with Mml Investors Services, LLC. Mark has previously held positions at Northwestern Mutual Wealth Management Company, Mml Investors Services, LLC, Massmutual Life Insurance Company, Northwestern Mutual Life Insurance Company, and Northwestern Mutual Investment Services, LLC. Mark has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas and Washington. Currently, Mark is part of Mml Investors Services, LLC, which operates out of Lake Oswego, Oregon. 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

Series 65, Series 63

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

5885 Meadows Road Suite 850
Lake Oswego, OR 97035

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

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

7,130

OR Average: 118
Total Number of Accounts

351,645

OR Average: 4,567
Average Account Size

$207,106

OR 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

Mark Meek Work History

2023 - Present (1 year)

Mml Investors Services, LLC

2022 - Present (2 years)

Massmutual Life Insurance Company

2016 - 2023 (7 years)

Northwestern Mutual Wealth Managment Company

2013 - 2023 (10 years)

Northwestern Mutual Investment Services, LLC

2012 - 2023 (11 years)

Northwestern Mutual Life Insurance Company

Disclosures

Please visit the SEC profile of Mark Meek 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

Shaun Bernstein
New York, NY
Matthew Sagers
Walnut Creek, CA
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started