Donald Bratcher
Donald Bratcher is a registered investment advisor at MML Investors Services, LLC, based in Bowling Green, KY, with 39 years of industry experience. Donald 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
996 Wilkinson Trace, Suite A1, Bowling Green, KY, 42103
Get directionsHistory
Regulatory History (1)
Regulatory
January 1994Other Business ActivitiesSells Insurance
Donald is a sales agent for Bratcher Financial Services, Inc. since 1985, selling various insurance products and fixed annuities, dedicating about 10-20% of his time. He is also a managing member of DCTJ Properties, LLC, a real estate rental business, and president/investment advisor for Bratcher Financial Services, Inc., spending minimal time on each.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Bma Financial Services, INC.Broker
State Registrations15 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.