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Janet Rinker

18 Years of Experience
Beaver Falls, PA
BrokerSells Insurance

Janet Rinker is a registered investment advisor at MML Investors Services, LLC, based in Beaver Falls, PA, with 18 years of industry experience. Janet 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

Beaver Falls, PA

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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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Other Business ActivitiesSells Insurance

Janet is an agent at The Kerr Agency, selling life, disability, equity fixed life, long-term care, fixed annuities, and health insurance, dedicating minimal time. She is also an employee at Gratton & Kerr Financial Group LLC as a registered representative providing insurance, advisory, and financial services to clients, spending about 10-20% of her time.

Employment History
Current Registrations
MML Investors Services, LLC
June 2022 - Present · 4 yrs 1 mo
MML Investors Services, LLC
June 2022 - Present · 4 yrs 1 mo
MML Investors Services, LLCBroker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
PNC Investments
March 2014 - June 2022 · 8 yrs 3 mos
PNC InvestmentsBroker
January 2014 - June 2022 · 8 yrs 5 mos
Waterstone Financial Group, INC.Broker
May 2005 - September 2009 · 4 yrs 4 mos
The (wilson) Williams Financial GroupBroker
January 2005 - May 2005 · 4 mos
Pro-Integrity Securities, INC.Broker
October 2004 - December 2004 · 2 mos
Walnut Street Securities, INC.Broker
February 2001 - October 2002 · 1 yr 8 mos
State Registrations1 state
PA
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.
Janet Rinker - Financial Advisor | TrueAdvisor