TM
CFP
TM
CFP

Timothy Martin

27 Years of Experience
Clarkston, MI
1 DisclosureBrokerSells Insurance

Timothy Martin is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Clarkston, MI, with 27 years of industry experience. Timothy 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

5980 S Main St, Suite 100, Clarkston, MI, 48346

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History

Regulatory History (1)
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.
Customer Dispute
August 2015
Denied
Other Business ActivitiesSells Insurance

Timothy is a sales agent for individual life and health insurance since 2008, dedicating minimal time. He also participates in competitive cycling and triathlon events, spending a few hours per week. Timothy is the owner of MWM Group, LLC, created for investment advisory, financial planning, and insurance sales, dedicating nearly full-time hours.

Employment History
Current Registrations
MML Investors Services, LLC
October 2010 - Present · 16 yrs
MML Investors Services, LLCBroker
October 2008 - Present · 18 yrs
Previous Registrations
Signator Investors, INC.Broker
January 1999 - November 2008 · 9 yrs 10 mos
State Registrations28 states
AZCACOCTFLGAILINKSKYMAMDMIMNMOMTNCNJNMNYOHORSCTNTXVAWAWI
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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