Matt Kokkonen
Matt Kokkonen is a registered investment advisor at MML Investors Services, LLC, based in San Luis Obispo, CA, with 54 years of industry experience. Matt 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
1103 Johnson Avenue, San Luis Obispo, CA, 93401
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Regulatory History
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
Matt is an insurance agent selling life, health, and property/casualty insurance since 1970, dedicating about 10-20% of his time. He also owns rental real estate, provides TPA/pension services, works as an agent for life settlements/viaticals, and does business consulting, all requiring minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Guardian Investor Services CorporationBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations8 states
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