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Lawrence Nold

31 Years of Experience
Toledo, OH
1 DisclosureBrokerSells Insurance

Lawrence Nold is a registered investment advisor at MML Investors Services, LLC, based in Toledo, OH, with 31 years of industry experience. Lawrence 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

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

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History

Regulatory History (1)
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Customer Dispute
August 2011
Settled
Other Business ActivitiesSells Insurance

Lawrence is an insurance sales agent since 1997, focusing on life and health insurance, dedicating minimal time to this activity. He also serves as a board member and treasurer for St. Michael the Archangel Parish Foundation & St. Michael School Foundation, overseeing investment returns, dedicating minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
July 2016 - Present · 9 yrs 10 mos
MML Investors Services, LLCBroker
December 1994 - Present · 31 yrs 5 mos
MML Investors Services, LLC
December 1994 - Present · 31 yrs 5 mos
State Registrations9 states
FLKYLAMINYOHTXUTVA
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.