JF
CFP
JF
CFP

Joseph Feldmeier

16 Years of Experience
Plymouth, MN
BrokerSells Insurance

Joseph Feldmeier is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Plymouth, MN, with 16 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2 Carlson Parkway N, Suite 320, Plymouth, MN, 55447

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph is an insurance agent selling life and group life insurance since 2018, dedicating minimal time to this activity. He is also a board member for Highland Friendship Club, a nonprofit organization, since 2021, dedicating minimal time to this as well.

Employment History
Current Registrations
MML Investors Services, LLC
December 2013 - Present · 12 yrs 10 mos
MML Investors Services, LLCBroker
June 2010 - Present · 16 yrs 4 mos
State Registrations15 states
AZCACTFLIAILINMAMNNCNYOHTXVAWI
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.
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