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Michael Bremer

38 Years of Experience
Carmel, IN
BrokerSells Insurance

Michael Bremer is a registered investment advisor at MML Investors Services, LLC, based in Carmel, IN, with 38 years of industry experience. Michael 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

Carmel, IN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is a partner at Earnest Consulting Group, presenting credit union-owned life insurance as an investment option, dedicating a few hours per week. He also acts as an advisor for OM Financial Group LLC, spending minimal time on this role.

Employment History
Current Registrations
MML Investors Services, LLC
September 2023 - Present · 2 yrs 8 mos
MML Investors Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
LPL Financial LLC
May 2022 - September 2023 · 1 yr 4 mos
LPL Financial LLCBroker
May 2022 - September 2023 · 1 yr 4 mos
CUNA Brokerage Services, INC.
December 2005 - May 2022 · 16 yrs 5 mos
CUNA Brokerage Services, INC.Broker
May 2002 - May 2022 · 20 yrs
Mutual of America Life Insurance CompanyBroker
April 1999 - April 2002 · 3 yrs
Mutual of America Securities CorporationBroker
April 1999 - April 2002 · 3 yrs
Robert W. Baird & CO. IncorporatedBroker
December 1987 - July 1999 · 11 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
October 1987 - July 1999 · 11 yrs 9 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.