William Ahonen
William Ahonen is a registered investment advisor at MML Investors Services, LLC, based in Green, OH, with 36 years of industry experience. William 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
1549 Boettler Rd. Suite A, Green, OH, 44685
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2022Other Business ActivitiesSells Insurance
William works in outside insurance sales for Advise Financial Solutions since 1989, dedicating about half of his time. He sells individual life, property/casualty, health, group life, group health, long term care, life insurance, disability income and fixed annuities.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Ur Financial, INC.Broker
State Registrations8 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.