BS
BS

Brian Salmonson

34 Years of Experience
Chicago, IL
BrokerSells Insurance

Brian Salmonson is a registered investment advisor at MML Investors Services, LLC, based in Chicago, IL, with 34 years of industry experience. Brian 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

30 S Wacker Drive, Suite 2700, Chicago, IL, 60606

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

Brian is an insurance agent since 2019, receiving trails from Metlife fixed products. He spends a few hours per week on this activity, with minimal time spent during SEC trading hours.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Msi Financial Services, INC.
October 2006 - March 2017 · 10 yrs 5 mos
Msi Financial Services, INC.Broker
September 2006 - March 2017 · 10 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
September 2006 - July 2007 · 10 mos
Ameritas Investment CORP.Broker
June 2006 - September 2006 · 3 mos
Ameritas Investment CORP
June 2006 - September 2006 · 3 mos
Carillon Investments, INC
May 2003 - June 2006 · 3 yrs 1 mo
Carillon Investments, INC.Broker
May 2003 - June 2006 · 3 yrs 1 mo
Ing Financial Advisers, LLC
July 2000 - May 2003 · 2 yrs 10 mos
Aetna Financial Services, INC.Broker
February 1997 - September 2000 · 3 yrs 7 mos
Ing Financial Advisers, LLCBroker
June 1996 - May 2003 · 6 yrs 11 mos
G & W Equity Sales, INC.Broker
October 1995 - June 1996 · 8 mos
Legend Equities CorporationBroker
September 1995 - October 1995 · 1 mo
Metlife Securities INC.Broker
March 1994 - September 1995 · 1 yr 6 mos
Metropolitan Life Insurance CompanyBroker
March 1994 - September 1995 · 1 yr 6 mos
Titan/value Equities Group, INC.Broker
March 1992 - February 1994 · 1 yr 11 mos
Transamerica Financial Resources, INC.Broker
November 1991 - February 1992 · 3 mos
State Registrations1 state
IL
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.