Brian Schmuke
Brian Schmuke is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Columbia, IL, with 17 years of industry experience. Brian 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
1000 Eleven South, Fifth Floor, Suite C, Columbia, IL, 62236
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2012Other Business ActivitiesSells Insurance
Brian is an agent for individual life and group life/health insurance since 2017. He dedicates minimal time to this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Newton One Advisors
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations6 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.