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Laura Olmedo

28 Years of Experience
Denver, CO
Broker

Laura Olmedo is a registered investment advisor at MML Investors Services, LLC, based in Denver, CO, with 28 years of industry experience. Laura 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

2000 S Colorado Blvd, Tower Ii, Suite 800, Denver, CO, 80222

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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.

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Employment History
Current Registrations
MML Investors Services, LLC
April 2020 - Present · 6 yrs 1 mo
MML Investors Services, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Eagle Strategies LLC
September 2015 - March 2020 · 4 yrs 6 mos
Nylife Securities LLCBroker
June 2015 - March 2020 · 4 yrs 9 mos
Voya Investment Management CO. LLC
March 2009 - November 2014 · 5 yrs 8 mos
Voya Investments Distributor, LLCBroker
July 2003 - November 2014 · 11 yrs 4 mos
Invesco Distributors, INC.Broker
August 2000 - July 2003 · 2 yrs 11 mos
Metlife Securities INC.Broker
April 1997 - August 2000 · 3 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
April 1997 - August 2000 · 3 yrs 4 mos
State Registrations12 states
AZCODEFLHIILKSNVTNUTVTWY
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.