Isabella Brunk
Isabella Brunk is a registered investment advisor at MML Investors Services, LLC, based in Bethesda, MD, with 19 years of industry experience. Isabella 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
7101 Wisconsin Ave, Suite 1200, Bethesda, MD, 20814
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Regulatory History (1)
Customer Dispute
March 2020Other 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
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Spire Securities, LLCBroker
Cambridge Investment Research, INC.Broker
State Registrations26 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.