William
Geiler

Mml Investors Services, LLC

CRD#4195529
Investment Advisor
in Dallas, TX
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About this Advisor

William Geiler is a certified financial planner who works in Dallas, Texas, who has been in the advisory business for 14 years. Geiler is currently employed by Mml Investors Services, LLC. Their career trajectory has included roles at Massmutual Life Ins. Co, Mml Investors Services Inc, Spectrum Strategies, L.L.C and Spectrum Strategies, LLC. Geiler holds a Series 63 license, designating them as a securities agent, and is registered to advise clients in Texas. Mml Investors Services, LLC is an advisory company headquartered in Dallas, Texas. The firm has offices in 1,335 locations and a total of 8,095 people on staff. It controls $29 billion in assets between its 238,365 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 512 charitable organizations. Mml Investors Services, LLC offers a diverse range of services, including 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 largely vary depending on which services are offered. Fee types charged by Mml Investors Services, LLC likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

13455 Noel Road 20Th Floor
Dallas, TX 75240

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

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

8,095

TX Average: 118
Total Number of Accounts

238,365

TX Average: 4,567
Average Account Size

$120,232

TX 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

William Geiler Work History

William has 14 years of experience.

2011 - Present (8 years)

Spectrum Strategies, LLC

2004 - Present (15 years)

Massmutual Life Ins. Co

2004 - Present (15 years)

Mml Investors Services Inc

2004 - 2011 (7 years)

Spectrum Strategies, L.L.C

Disclosures

William Geiler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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