BK
BK

Barbara Koppelkiernan

41 Years of Experience
East Hills, NY
3 DisclosuresBrokerSells Insurance

Barbara Koppelkiernan is a registered investment advisor at MML Investors Services, LLC, based in East Hills, NY, with 41 years of industry experience. Barbara 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

2200 Northern Blvd, Suite 200, East Hills, NY, 11548

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2023
Denied
Customer Dispute
January 2020
Denied
Customer Dispute
February 2011
Closed-No Action
Other Business ActivitiesSells Insurance

Barbara services existing MetLife life, property, and casualty insurance business. This activity requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
June 2021 - Present · 5 yrs 4 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
November 1986 - March 2017 · 30 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
April 1985 - July 2007 · 22 yrs 3 mos
State Registrations6 states
CAFLMANJNYOR
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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