Donald Uhrin
Donald Uhrin is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Indianapolis, IN, with 43 years of industry experience. Donald 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
8888 Keystone Crossing, Suite 1600, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2005Customer Dispute
July 2005Criminal
September 2004Customer Dispute
December 2003Other Business Activities
Donald serves as Vice President of the Delaware Trace Delaware Commons Homeowners Association, Inc. He attends monthly board meetings, dedicating minimal time to this volunteer role.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Donald J. Uhrin Clu, Chfc, Rhu
Mass Financial Group of Indiana
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations10 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.