JD
JD

Jason Dekeuster

19 Years of Experience
North Oaks, MN
2 DisclosuresBrokerSells Insurance

Jason Dekeuster is a registered investment advisor at MML Investors Services, LLC, based in North Oaks, MN, with 19 years of industry experience. Jason 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

550 Village Center Drive, Suite 400, North Oaks, MN, 55127

Get directions

History

Regulatory History (2)
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Customer Dispute
January 2019
Denied
Customer Dispute
May 2008
Settled
Other Business ActivitiesSells Insurance

Jason is involved in several outside business activities. He has ownership in a life and health insurance sales business since 2006, dedicating about 10-20% of his time, and co-owns NPF Consulting, LLC, a coaching and goal-setting consulting firm, also spending about 10-20% of his time. Jason also owns an inventory tracking hardware/software company and is a member of Legacy Advisors Network Ltd.

Employment History
Current Registrations
MML Investors Services, LLC
December 2013 - Present · 12 yrs 5 mos
MML Investors Services, LLCBroker
May 2006 - Present · 20 yrs
State Registrations23 states
AZCACOFLGAHIIAIDILINMNMTNDNENVOHSDTXUTVAVTWIWY
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.
Jason Dekeuster - Financial Advisor | TrueAdvisor