Jennifer Funk
Jennifer Funk is a registered investment advisor at MML Investors Services, LLC, based in Cincinnati, OH, with 29 years of industry experience. Jennifer 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
3825 Edwards Road, Suite 210, Cincinnati, OH, 45209
Get directionsHistory
Regulatory History (1)
Criminal
September 1985Other Business ActivitiesSells Insurance
Jennifer services Group 403b annuities with MetLife and Brighthouse as an agent, dedicating about a quarter of her time to this. She also serves as Treasurer for the Women's City Club, spending minimal time each month reporting on the organization's financials.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Renaissance Investment Management
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Salomon Smith Barney INC.Broker
Pimco Advisors Distribution CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 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.