Edwin Cultra
Edwin Cultra is a registered investment advisor at MML Investors Services, LLC, based in Memphis, TN, with 14 years of industry experience. Edwin 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
5100 Poplar Ave, Suite 2300, Memphis, TN, 38137
Get directionsHistory
Regulatory History (2)
Judgment / Lien
August 2018Judgment / Lien
June 2017Other Business ActivitiesSells Insurance
Edwin is involved in life and health insurance sales as an agent with Stewardshipp Planning Partners since 2011, dedicating minimal time. He is also a partner in Stewardshipp, LLC, managing the checking account and paying expenses, which takes minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations10 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.