Rachel Comfort
Rachel Comfort is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Greenwood Village, CO, with 19 years of industry experience. Rachel 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5445 DTC Parkway, Suite 240, Greenwood Village, CO, 80111
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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
Rachel operates under the DBA Madison Financial LLC for financial services work, including financial planning, investments, and insurance, dedicating about a quarter of her time. She also owns Comfort Financial, LLC, an entity solely for tax purposes with no associated duties.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations37 states
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
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