KS
KS

Kevin Stokesbary

25 Years of Experience
Mercer Island, WA
1 DisclosureBrokerSells Insurance

Kevin Stokesbary is a registered investment advisor at MML Investors Services, LLC, based in Mercer Island, WA, with 25 years of industry experience. Kevin 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

2835 82nd Ave SE, Suite 300, Mercer Island, WA, 98040

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History

Regulatory History (1)
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Customer Dispute
July 2016
Denied
Other Business ActivitiesSells Insurance

Kevin works as an insurance broker selling and servicing individual life and health insurance products since 2009. This activity requires a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
March 2012 - Present · 14 yrs 7 mos
MML Investors Services, LLC
March 2004 - Present · 22 yrs 7 mos
MML Investors Services, LLCBroker
March 2004 - Present · 22 yrs 7 mos
Previous Registrations
Securian Financial Services, INC.Broker
January 2001 - March 2004 · 3 yrs 2 mos
State Registrations25 states
AKAZCACOCTFLHIIDMAMIMTNCNHNJNMNVNYORPATNTXUTVAWAWI
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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