Walter Jezak
Walter Jezak is a registered investment advisor at MML Investors Services, LLC, based in Bedford, NH, with 31 years of industry experience. Walter 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
360 Route 101, Unit 2, Bedford, NH, 03110
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Walter is an insurance agent since 2005, selling property/casualty, group life, individual and group health insurance, dedicating a few hours per week. He also owns Birchwood Financial Group, Inc., a C-corp established for compensation and expenses, spending minimal time on administrative tasks and filings.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Baystate Wealth Management
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Nationwide Securities, LLC
1717 Capital Management Company
Nationwide Securities, LLCBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Scudder Distributors, INC.Broker
Scudder Investor Services, INC.Broker
Putnam Mutual Funds CORP.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations20 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.