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CFP

Brandon Kuhn

MML Investors Services, LLC
13 Years of Experience
St. Augustine, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brandon Kuhn is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in St. Augustine, FL, with 13 years of industry experience. Brandon 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.

MML Investors Services, LLC
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

315 West Town Place, Units 7 & 8, St. Augustine, FL, 32092

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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

Brandon is an independent insurance agent selling various insurance products, dedicating a few hours per week to this activity. He also owns Atlantic Coast Financial LLC, established in 2023 to receive commissions, including those from his investment advisory business, taking about 10-20% of his time.

Employment History
Current Registrations
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
October 2014 - January 2015 · 3 mos
New England SecuritiesBroker
September 2014 - January 2015 · 4 mos
Metlife Securities INC.Broker
July 2014 - September 2014 · 2 mos
Vanguard Marketing CorporationBroker
July 2013 - July 2014 · 1 yr
State Registrations16 states
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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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