Lance Curnes
Lance Curnes is a registered investment advisor at MML Investors Services, LLC, based in Springfield, MO, with 36 years of industry experience. Lance 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
2045 S Glenstone Ave, Suite 210, Springfield, MO, 65804
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2011Customer Dispute
February 2008Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Lance is an organizer and member of Gunnison Hunt Club, LLC for land ownership and estate planning purposes, dedicating minimal time. He is also an independent insurance agent since 2012, selling disability, fixed annuities, life/accident/health, long-term care, and Medicare-related products, and owns Curnes Financial Services LLC for payroll and employee benefits.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations25 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.