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Michael Stark

15 Years of Experience
Albuquerque, NM
1 DisclosureBrokerSells Insurance

Michael Stark is a registered investment advisor at MML Investors Services, LLC, based in Albuquerque, NM, with 15 years of industry experience. Michael 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

6821 Montgomery Blvd Ne, Suite A, Albuquerque, NM, 87109

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History

Regulatory History (1)
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Criminal
April 1995
Final Disposition
Other Business ActivitiesSells Insurance

Michael is a sales agent for group life insurance since 2019, dedicating minimal time to this activity. This activity is investment-related.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
June 2011 - March 2017 · 5 yrs 9 mos
Msi Financial Services, INC.Broker
April 2010 - March 2017 · 6 yrs 11 mos
State Registrations13 states
AKAZCACOFLINMEMINMNYTXUTWA
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.
Michael Stark - Financial Advisor | TrueAdvisor