Mark Cramer
Mark Cramer is a registered investment advisor at MML Investors Services, LLC, based in LaRue, OH, with 41 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
LaRue, OH
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
November 2019Regulatory
October 2019Customer Dispute
April 2018Customer Dispute
January 2001Other Business ActivitiesSells Insurance
Mark is an insurance agent with Cramer Financial Solutions since 1981, selling life, health, disability, long-term care, and fixed annuities, dedicating about 10-20% of his time. He also owns and operates Cramer Farms, a small family farm, dedicating a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.