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Jennifer Stucka

19 Years of Experience
Springfield, MA
Broker

Jennifer Stucka is a registered investment advisor at MML Investors Services, LLC, based in Springfield, MA, with 19 years of industry experience. Jennifer 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

1295 State Street, Springfield, MA, 01111

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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 Activities

Jennifer is a social media promoter for Ageint Security, posting reviews of their products and customer service. She also owns and operates The Tilted Bow, making and selling wreaths, bows, arrangements, and home decor, dedicating a few hours per week to this business.

Employment History
Current Registrations
MML Investors Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
MML Investors Services, LLC
June 2021 - Present · 5 yrs 1 mo
MML Investors Services, LLC
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Rwm Capital, LLC
November 2020 - June 2021 · 7 mos
MML Investors Services, LLCBroker
March 2017 - November 2020 · 3 yrs 8 mos
MML Investors Services, LLC
March 2017 - November 2020 · 3 yrs 8 mos
Msi Financial Services, INC.Broker
December 2010 - March 2017 · 6 yrs 3 mos
Msi Financial Services, INC.
December 2010 - March 2017 · 6 yrs 3 mos
New England SecuritiesBroker
December 2010 - January 2015 · 4 yrs 1 mo
Next Financial Group, INC.
December 2010 - December 2010 · 0 mos
Next Financial Group, INC.Broker
May 2007 - December 2010 · 3 yrs 7 mos
Ameriprise Financial Services, INC.
September 2006 - November 2006 · 2 mos
Ameriprise Financial Services, INC.Broker
August 2006 - November 2006 · 3 mos
State Registrations1 state
TX
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.