BA
CFA
BA
CFA

Bryan Andersen

23 Years of Experience
Denver, CO
Broker

Bryan Andersen is a CFA-designated registered investment advisor at MML Investors Services, LLC, based in Denver, CO, with 23 years of industry experience. Bryan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

806-810 E 19th Ave, Denver, CO, 80218

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryan is an employee of Executive Compensation Inc, providing TPA/pension services since 2013. This requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
September 2013 - Present · 12 yrs 10 mos
MML Investors Services, LLCBroker
August 2013 - Present · 12 yrs 11 mos
Previous Registrations
Metlife Investors Distribution CompanyBroker
December 2004 - September 2013 · 8 yrs 9 mos
Metlife Investors Distribution CompanyBroker
July 2003 - December 2004 · 1 yr 5 mos
MML Investors Services, INC.Broker
March 2003 - September 2003 · 6 mos
State Registrations28 states
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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.
Bryan Andersen - Financial Advisor | TrueAdvisor