MH
CFP
MH
CFP

Michael Hanna

19 Years of Experience
Key West, FL
5 DisclosuresBrokerSells Insurance

Michael Hanna is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Key West, FL, with 19 years of industry experience. Michael 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
5077 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

Key West, FL

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History

Regulatory History (5)
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
November 2015
Denied
Regulatory
May 2011
Final
Customer Dispute
February 2010
Settled
Customer Dispute
September 2009
Settled
Customer Dispute
March 2009
Denied
Other Business ActivitiesSells Insurance

Michael is involved in outside insurance sales as an owner/agent since 2016, dedicating about 10-20% of his time to selling individual life/health, P&C, group life/health, and fixed annuities. He also writes a book on general money matters and owns rental property, requiring minimal time commitments.

Employment History
Current Registrations
MML Investors Services, LLC
May 2017 - Present · 9 yrs 5 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.Broker
September 2010 - March 2017 · 6 yrs 6 mos
AXA Advisors, LLC
July 2008 - June 2010 · 1 yr 11 mos
AXA Advisors, LLCBroker
November 2006 - June 2010 · 3 yrs 7 mos
State Registrations31 states
AZCACOCTDCDEFLGAILINKSLAMAMDMIMONCNJNVNYOHOKORPASCTNTXUTVAVTWA
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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