Martin Mcalpin
Martin Mcalpin is a registered investment advisor at MML Investors Services, LLC, based in Minneapolis, MN, with 27 years of industry experience. Martin 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
100 South 5th Street, Suite 2450, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History (3)
Regulatory
January 2017Regulatory
June 2001Regulatory
August 1989Other Business ActivitiesSells Insurance
Martin assists customers with the sale of life insurance policies through M&E Catalyst Group, dedicating minimal time. He also owns MM Investments LLC for pass-through compensation, requiring minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations12 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.