Ryan Oestreich
Ryan Oestreich is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Center Valley, PA, with 17 years of industry experience. Ryan 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
3701 Corporate Parkway, Suite 320, Center Valley, PA, 18034
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Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Ryan is a sales agent for life, property/casualty, health, group life, and group health insurance since 2008. He also owns multiple rental properties and Evergreen Wealth Strategies LLC, where he sells Medicare insurance, and works as a mortgage loan originator.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations32 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.