Mark Monkarsh
Mark Monkarsh is a registered investment advisor at MML Investors Services, LLC, based in Tampa, FL, with 28 years of industry experience. Mark 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
4830 W. Kennedy Blvd, Suite 800, Tampa, FL, 33609-2557
Get directionsHistory
Regulatory History (5)
Judgment / Lien
March 2021Judgment / Lien
March 2017Judgment / Lien
November 2015Customer Dispute
September 2011Employment Separation After Allegations
June 2010Other Business ActivitiesSells Insurance
Mark is an agent for Independent Financial Resources, selling life, health, and fixed annuities, dedicating a few hours per week. He is also an insurance agent and minority owner of First Financial Resources Group, LLC, an insurance producer group, but spends minimal time on these activities.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations7 states
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.