Shane Larson
Shane Larson is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Daytona Beach, FL, with 18 years of industry experience. Shane 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1673 Mason Avenue, Suite 300, Daytona Beach, FL, 32117
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shane is a partner at Financial Legacy Advisors LLC, a DBA for MassMutual, dedicating nearly full-time hours to this role. He is also involved in outside insurance activities, including property and casualty insurance through Florida Financial Group/Side by Side Insurance Agency, and life, disability, long-term care, and fixed annuities as a Field Service Representative, taking about 10-20% of his time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations14 states
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