PS
ChFC
PS
ChFC

Peter Schulte

43 Years of Experience
Burnsville, MN
BrokerSells Insurance

Peter Schulte is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Burnsville, MN, with 43 years of industry experience. Peter 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

Burnsville, MN

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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.

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Other Business ActivitiesSells Insurance

Peter works as an insurance agent selling life and long-term care insurance since 2004, dedicating a few hours per week. He spends minimal time on this activity during securities trading hours.

Employment History
Current Registrations
MML Investors Services, LLC
November 2013 - Present · 12 yrs 11 mos
MML Investors Services, LLCBroker
October 1983 - Present · 43 yrs
Previous Registrations
MML Investors Services, INC.
October 2009 - December 2010 · 1 yr 2 mos
Massachusetts Mutual Life Insurance CompanyBroker
August 1983 - January 1988 · 4 yrs 5 mos
State Registrations8 states
AZFLIAIDMNNDTXWI
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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