TS
CFP
TS
CFP

Timothy Stark

27 Years of Experience
Dallas, TX
2 DisclosuresBrokerSells Insurance

Timothy Stark is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Dallas, TX, with 27 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
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

14241 Dallas Parkway, Suite 1200, Dallas, TX, 75254

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2012
Customer Dispute
October 2010
Denied
Other Business ActivitiesSells Insurance

Timothy is an insurance agent selling life, health, group life, and group health insurance, dedicating minimal time to this. He also owns KC Equestrian, LLC, is president of the board at Christ the King Church, and owns Stark Insurance Group, LLC.

Employment History
Current Registrations
MML Investors Services, LLC
January 2013 - Present · 13 yrs 4 mos
MML Investors Services, LLCBroker
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
April 2008 - September 2012 · 4 yrs 5 mos
Northwestern Mutual Investment Services,llc
January 2006 - July 2007 · 1 yr 6 mos
Northwestern Mutual Investment Services, LLCBroker
July 1998 - September 2012 · 14 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
July 1998 - January 2002 · 3 yrs 6 mos
State Registrations15 states
ARCAFLGAILKYLAMAMOMSNYOHOKORTX
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.