Mark Krupkowski
Mark Krupkowski is a registered investment advisor at MML Investors Services, LLC, based in North Andover, MA, with 42 years of industry experience. Mark 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
1538 Turnpike Street, Suite 404, North Andover, MA, 01845
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 2013Customer Dispute
January 2005Regulatory
August 2004Regulatory
January 2004Regulatory
January 2003Regulatory
March 1999Other Business ActivitiesSells Insurance
Mark is an independent insurance agent with Merrimack Insurance & Retirement Planning Services, selling dental, group disability income, disability, and long-term care insurance products since 2007. This activity takes minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Baystate Wealth Management
New England Securities Corporation
New England SecuritiesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLC
Mony Securities Corporation
Mony Securities CorporationBroker
State Registrations18 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.