RB
ChFC
RB
ChFC

Robert Bruechert

44 Years of Experience
Brea, CA
1 DisclosureBrokerSells Insurance

Robert Bruechert is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Brea, CA, with 44 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2007
Settled
Other Business ActivitiesSells Insurance

Robert is the owner, agent, and salesperson for Bruechert Ins Agency Inc since 1982, selling life and health insurance. This takes about a quarter of his time.

Employment History
Current Registrations
MML Investors Services, LLC
November 1998 - Present · 27 yrs 11 mos
MML Investors Services, LLCBroker
January 1986 - Present · 40 yrs 9 mos
Previous Registrations
Massachusetts Mutual Life Insurance CompanyBroker
July 1982 - January 1988 · 5 yrs 6 mos
State Registrations4 states
CACOMNTX
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.
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