Kelly Hejtmancik
Kelly Hejtmancik is a registered investment advisor at MML Investors Services, LLC, based in Houston, TX, with 22 years of industry experience. Kelly 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3040 Post Oak Boulevard, Suite 2000, Houston, TX, 77056
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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 Registrations4 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.
Exams
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