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Kenneth Bowley

22 Years of Experience
Atlanta, GA
BrokerSells Insurance

Kenneth Bowley is a registered investment advisor at MML Investors Services, LLC, based in Atlanta, GA, with 22 years of industry experience. Kenneth 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

1050 Crown Pointe Parkway, Suite 1800, Atlanta, GA, 30338

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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 ActivitiesSells Insurance

Kenneth owns and maintains an apartment complex, dedicating minimal time to it. He is also a VP/Financial Services Representative selling life, disability, long-term care, fixed annuities, and health insurance, dedicating minimal time to this as well.

Employment History
Current Registrations
MML Investors Services, LLC
April 2022 - Present · 4 yrs 1 mo
MML Investors Services, LLC
November 2021 - Present · 4 yrs 6 mos
MML Investors Services, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Allstate Financial Services, LLCBroker
June 2008 - October 2021 · 13 yrs 4 mos
Oneamerica Securities, INC.Broker
April 2005 - May 2008 · 3 yrs 1 mo
MML Investors Services, INC.Broker
January 2005 - March 2005 · 2 mos
Nylife Securities INC.Broker
August 2003 - November 2004 · 1 yr 3 mos
State Registrations11 states
ALARCACOGAILKYMSNCTNTX
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.