KP
CFP · ChFC
KP
CFP · ChFC

Kirby Pederson

15 Years of Experience
Phoenix, AZ
BrokerSells Insurance

Kirby Pederson is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Phoenix, AZ, with 15 years of industry experience. Kirby 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

2929 E. Camelback Road, Suite 219, Phoenix, AZ, 85016

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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

Kirby services previously issued index insurance products for clients from other firms, dedicating minimal time to this activity. Kirby also serves as the treasurer on the board of directors for Fatih Lutheran Preschool, spending minimal time on budgeting and executive committee duties.

Employment History
Current Registrations
MML Investors Services, LLC
April 2012 - Present · 14 yrs 6 mos
MML Investors Services, LLC
July 2011 - Present · 15 yrs 3 mos
MML Investors Services, LLCBroker
July 2011 - Present · 15 yrs 3 mos
State Registrations34 states
ALAZCACODCFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNCNENJNMNVNYORTXUTVAWAWIWY
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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