Kelly Hejtmancik
Kelly Hejtmancik is a registered investment advisor at MML Investors Services, LLC, based in Houston, TX, with 21 years of industry experience. Kelly 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
Three Greenway Plaza, Suite 1500, Houston, TX, 77046
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2024Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Kelly is an insurance agent selling life, P&C, health, and other insurance products, dedicating about a quarter of her time. She also co-owns two rental properties and is a member/president of HV Strategic Wealth Management, LLC, established for financial planning and investment management services, spending about 10-20% of her time on this.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Nylife Securities LLCBroker
State Registrations3 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.