JB
CFP
JB
CFP
Joseph Burkhard
33 Years of Experience
Iselin, NJ
3 DisclosuresBroker
Joseph Burkhard is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Iselin, NJ, with 33 years of industry experience. Joseph 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
186 Wood Ave S, Suite 301, Iselin, NJ, 08830
Get directionsHistory
Regulatory History (3)
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
January 2014Denied
Customer Dispute
April 2004Denied
Customer Dispute
March 2004Denied
Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
February 2004 - March 2017 · 13 yrs 1 mo
Msi Financial Services, INC.Broker
October 2001 - March 2017 · 15 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
October 2001 - July 2007 · 5 yrs 9 mos
Ws Griffith Securities, INC.Broker
June 1993 - October 2001 · 8 yrs 4 mos
Phoenix Equity Planning CorporationBroker
February 1993 - June 1993 · 4 mos
State Registrations18 states
AZCADEFLGAKYMDMENCNDNJNYOHPASCTXVAWA
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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