Timothy Tanner
Timothy Tanner is a registered investment advisor at MML Investors Services, LLC, based in Lexington, KY, with 31 years of industry experience. Timothy 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
998 Governors Ln, Suite 350, Lexington, KY, 40513
Get directionsHistory
Regulatory History (3)
Regulatory
June 2021Criminal
November 2019Customer Dispute
February 2017Other Business ActivitiesSells Insurance
Timothy sells life insurance and long-term care insurance products, dedicating a few hours per week to this activity. He also owns Tanner Properties LLC, a rental property, and spends minimal time on maintenance and rent collection.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Metlife Securities INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations19 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.