Kristen Gratton
Kristen Gratton is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Beaver Falls, PA, with 15 years of industry experience. Kristen 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Beaver Falls, PA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristen is a sales agent for health and property/casualty insurance at The Kerr Agency, Inc., dedicating minimal time. She also owns Gratton & Kerr Financial Group LLC, providing insurance, advisory, and financial services, and Gratton Holdings LLC, generating rental income.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
State Registrations14 states
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Exams
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