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Douglas Rechtine

39 Years of Experience
Toledo, OH
2 DisclosuresBrokerSells Insurance

Douglas Rechtine is a registered investment advisor at MML Investors Services, LLC, based in Toledo, OH, with 39 years of industry experience. Douglas 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

7659 King's Pointe Road, Toledo, OH, 43617

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History

Regulatory History (2)
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Customer Dispute
January 2019
Denied
Customer Dispute
November 2001
Denied
Other Business ActivitiesSells Insurance

Douglas is an independent insurance agent doing business as Premier Wealth Management Group, offering dental, group disability income, disability, fixed annuities, life/accident/health, and Medicare-related products. He dedicates minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
September 1999 - January 2015 · 15 yrs 4 mos
New England SecuritiesBroker
January 1987 - January 2015 · 28 yrs
State Registrations15 states
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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.