KC
CFP
KC
CFP

Kevin Clasen

33 Years of Experience
Indianapolis, IN
BrokerSells Insurance

Kevin Clasen is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Indianapolis, IN, with 33 years of industry experience. Kevin 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.

Loading...

Location

8888 Keystone Crossing, Suite 1600, Indianapolis, IN, 46240

Get directions

History

Regulatory History
Clean regulatory record

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

Kevin is involved with Westpoint Financial Group selling life, health, and disability insurance, dedicating minimal time. He is also a member of The Crossroads Group, LLC, a financial services LLC, and spends nearly full-time conducting financial services. Additionally, Kevin is the sole member of CAASH LLC, collecting compensation from MMLIS and working as a financial advisor nearly full-time.

Employment History
Current Registrations
MML Investors Services, LLCBroker
August 2005 - Present · 21 yrs 2 mos
MML Investors Services, LLC
August 2005 - Present · 21 yrs 2 mos
Previous Registrations
Securian Financial Services, INC.
March 2002 - August 2005 · 3 yrs 5 mos
Securian Financial Services, INC.Broker
March 2002 - August 2005 · 3 yrs 5 mos
Oneamerica Securities, INC.Broker
August 1993 - March 2002 · 8 yrs 7 mos
American United Life Insurance CompanyBroker
August 1993 - December 2001 · 8 yrs 4 mos
State Registrations24 states
AZCACOFLGAILINKSKYMAMDMIMONCNJNYOHPARITNTXWAWIWV
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.
More Advisors