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.
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.
550 Village Center Drive, Suite 400, North Oaks, MN, 55127
Get directionsJason 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.
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.