Zachary Mulford
Zachary Mulford is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Madison, WI, with 16 years of industry experience. Zachary 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
525 Junction Road, Suite 8100, North Tower, Madison, WI, 53717
Get directionsHistory
Regulatory History (1)
Criminal
September 2008Other Business ActivitiesSells Insurance
Zachary owns Gateway Properties LLC, a real estate business, and spends minimal time on it. He also works as an insurance agent selling life insurance, dedicating minimal time to this activity as well.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations23 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.