MM
CFP · ChFC
MM
CFP · ChFC

Michael Maletteri

29 Years of Experience
Lake Oswego, OR
1 DisclosureBrokerSells Insurance

Michael Maletteri is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Lake Oswego, OR, with 29 years of industry experience. Michael 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

5885 Meadows Road, Suite 850, Lake Oswego, OR, 97035

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History

Regulatory History (1)
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Criminal
November 1995
Final Disposition
Other Business ActivitiesSells Insurance

Michael is a non-MMLIA insurance broker since 2011, focusing on individual life insurance sales. He dedicates minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
November 2019 - Present · 6 yrs 11 mos
MML Investors Services, LLCBroker
June 2011 - Present · 15 yrs 4 mos
Previous Registrations
MML Investors Services, LLC
July 2011 - September 2014 · 3 yrs 2 mos
Northwestern Mutual Investment Services,llc
August 2007 - June 2011 · 3 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
August 1997 - June 2011 · 13 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
August 1997 - January 2002 · 4 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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