IB
IB

Isabella Brunk

20 Years of Experience
Bethesda, MD
1 DisclosureBrokerSells Insurance

Isabella Brunk is a registered investment advisor at MML Investors Services, LLC, based in Bethesda, MD, with 20 years of industry experience. Isabella 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

7101 Wisconsin Ave, Suite 1200, Bethesda, MD, 20814

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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
March 2020
Denied
Other Business ActivitiesSells Insurance

Isabella is an insurance broker offering life insurance and fixed annuities since 2009, dedicating minimal time to this activity. She also holds power of attorney for a family member and owns IMBrunk, LLC for pass-through compensation.

Employment History
Current Registrations
MML Investors Services, LLC
March 2022 - Present · 4 yrs 7 mos
MML Investors Services, LLC
March 2022 - Present · 4 yrs 7 mos
MML Investors Services, LLCBroker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Park Avenue Securities LLC
May 2010 - March 2022 · 11 yrs 10 mos
Park Avenue Securities LLCBroker
June 2009 - March 2022 · 12 yrs 9 mos
Spire Securities, LLCBroker
November 2007 - June 2009 · 1 yr 7 mos
Cambridge Investment Research, INC.Broker
June 2006 - November 2007 · 1 yr 5 mos
State Registrations28 states
AZCACOCTDCDEFLGAILINKYMAMDMEMINCNENJNYPARISCTNTXVAWAWIWV
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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