Christopher Heerdegen
Christopher Heerdegen is a registered investment advisor at MML Investors Services, LLC, based in Toledo, OH, with 33 years of industry experience. Christopher 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
7150 W Central Ave, Suite 100, Toledo, OH, 43617
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Regulatory History (1)
Customer Dispute
October 2011Other Business ActivitiesSells Insurance
Christopher is a health insurance agent since 1999, dedicating minimal time to this activity. He also serves on the board of Rowing to Remember and as a first responder/president for the Ottawa Lake Volunteer Fire Department, dedicating a few hours per week to each.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations9 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.