TR
ChFC
TR
ChFC

Thomas Reehorst

40 Years of Experience
Grand Rapids, MI
1 DisclosureBrokerSells Insurance

Thomas Reehorst is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Grand Rapids, MI, with 40 years of industry experience. Thomas 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

3333 Deposit Dr NE, Suite 110, Grand Rapids, MI, 49546

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History

Regulatory History (1)
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.
Criminal
July 1990
Final Disposition
Other Business ActivitiesSells Insurance

Thomas is an insurance broker selling life insurance and fixed annuities, dedicating minimal time to this activity. He also owns and manages Reehorst Vineyard, a grape growing business, spending a few hours per week on it.

Employment History
Current Registrations
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
April 2010 - March 2017 · 6 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
May 1990 - July 2007 · 17 yrs 2 mos
Msi Financial Services, INC.Broker
April 1990 - March 2017 · 26 yrs 11 mos
Ur Financial, INC.Broker
June 1988 - April 1990 · 1 yr 10 mos
Princor Financial Services CorporationBroker
March 1986 - November 1988 · 2 yrs 8 mos
State Registrations10 states
FLMIMNMONCOHORSCWAWY
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.
Thomas Reehorst - Financial Advisor | TrueAdvisor