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Gary Wise

35 Years of Experience
Toledo, OH
1 DisclosureBrokerSells Insurance

Gary Wise is a registered investment advisor at MML Investors Services, LLC, based in Toledo, OH, with 35 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7150 W Central Ave, Suite 100, Toledo, OH, 43617

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2023
Closed-No Action
Other Business ActivitiesSells Insurance

Gary sells health insurance, dedicating minimal time to this activity. He also owns farm ground and rents it from the State of Ohio for wildlife conservation, which requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
May 2001 - Present · 25 yrs 5 mos
MML Investors Services, LLCBroker
January 1991 - Present · 35 yrs 9 mos
MML Investors Services, LLC
January 1991 - Present · 35 yrs 9 mos
State Registrations24 states
AZCACODCDEFLGAIDILINKYMAMDMINCNEOHOKPASCSDTNTXVA
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.
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