Logan Killpack
Logan Killpack is a registered investment advisor at MML Investors Services, LLC, based in Denver, CO, with 16 years of industry experience. Logan 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
2000 S Colorado Blvd, Tower Ii, Suite 800, Denver, CO, 80222
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2013Other Business ActivitiesSells Insurance
Logan is the owner of Killpack Financial, LLC. He is also an independent insurance agent selling fixed annuities and life, accident, health, and long-term care insurance, dedicating minimal time to these activities.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.Broker
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.