CD
CFP
CD
CFP

Christopher Dilts

44 Years of Experience
Merrillville, IN
BrokerSells Insurance

Christopher Dilts is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Merrillville, IN, with 44 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

Loading...

Location

526 East 86TH Avenue, Merrillville, IN, 46410

Get directions

History

Regulatory History
Clean regulatory record

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

Christopher is involved with M.A. Dilts & Associates, Inc. as a sales agent and owner, focusing on life and health insurance, and as a fee-based insurance advisor, dedicating about half of his time to these activities. He also serves on the board for Lake County Parks & Recreation, spending a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
October 2000 - Present · 25 yrs 7 mos
MML Investors Services, LLCBroker
October 2000 - Present · 25 yrs 7 mos
Previous Registrations
AXA Advisors, LLCBroker
February 1982 - October 2000 · 18 yrs 8 mos
The Equitable Life Assurance Society of the United StatesBroker
February 1982 - January 2000 · 17 yrs 11 mos
State Registrations16 states
AZCAFLGAILINMIMNNCNVNYPASCTNTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.