SE
ChFC
SE
ChFC

Sahand Elmtalab

17 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Sahand Elmtalab is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Minneapolis, MN, with 17 years of industry experience. Sahand 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

100 South 5th Street, Suite 2450, Minneapolis, MN, 55402

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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 ActivitiesSells Insurance

Sahand is an insurance agent selling life, health, and disability insurance, dedicating minimal time to this activity. He also has ownership stakes in multiple real estate ventures and other business activities, including sales consulting, sports collectibles, and serving on a city EDA committee.

Employment History
Current Registrations
MML Investors Services, LLC
December 2013 - Present · 12 yrs 9 mos
MML Investors Services, LLCBroker
February 2013 - Present · 13 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
April 2008 - February 2013 · 4 yrs 10 mos
State Registrations44 states
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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.