Laurie Madenfort
Laurie Madenfort is a registered investment advisor at MML Investors Services, LLC, based in Ft Lauderdale, FL, with 35 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
1000 Corporate Dr, Suite 700, Radice Iii, Ft Lauderdale, FL, 33334-3637
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Laurie works as an insurance agent since 2016, selling disability, life, Medicare supplemental, health, long-term care, and fixed annuity products. This takes a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Nylife Securities LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Dean Witter Reynolds INC.Broker
Salomon Smith Barney INC.Broker
County Natwest Securities Corporation USABroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
L. F. Rothschild & CO. IncorporatedBroker
Cs First Boston CorporationBroker
Otc Net IncorporatedBroker
Shearson Loeb Rhoades INC.Broker
John Muir & CO.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.