AW
CFP
AW
CFP

Andrea Whitican

20 Years of Experience
Indianapolis, IN
1 DisclosureBrokerSells Insurance

Andrea Whitican is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Indianapolis, IN, with 20 years of industry experience. Andrea 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

8888 Keystone Crossing, Suite 1600, Indianapolis, IN, 46240

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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
July 2007
Settled
Other Business ActivitiesSells Insurance

Andrea sells life, health, and property & casualty insurance as an agent since 2016. This activity requires a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
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.
February 2011 - March 2017 · 6 yrs 1 mo
Msi Financial Services, INC.Broker
November 2009 - March 2017 · 7 yrs 4 mos
Chase Investment Services CORP.
September 2005 - September 2008 · 3 yrs
Chase Investment Services CORP.Broker
September 2005 - September 2008 · 3 yrs
American Express Financial Advisors, INC.
May 2005 - July 2005 · 2 mos
American Express Financial Advisors INC.Broker
April 2005 - July 2005 · 3 mos
Ids Life Insurance CompanyBroker
April 2005 - July 2005 · 3 mos
State Registrations16 states
AZCOFLHIIDILINMINYOHORSCTXUTVAWY
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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