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Oleg Metsaev

21 Years of Experience
Arvada, CO
1 DisclosureBrokerSells Insurance

Oleg Metsaev is a registered investment advisor at MML Investors Services, LLC, based in Arvada, CO, with 21 years of industry experience. Oleg 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6870 West 52nd Avenue, Suite 105, Arvada, CO, 80002

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2024
Closed-No Action
Other Business ActivitiesSells Insurance

Oleg runs fee-based financial planning through DBA Financial Planning Group and sells life, property & casualty, and health insurance through Financial Planning Group. Both activities take a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
July 2015 - March 2017 · 1 yr 8 mos
Msi Financial Services, INC.Broker
February 2005 - March 2017 · 12 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
February 2005 - July 2007 · 2 yrs 5 mos
State Registrations19 states
AZCACOFLIAILMIMONENJNMOKPATXUTVAWAWVWY
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.
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