AA
ChFC
AA
ChFC

Alexander Aderman

12 Years of Experience
Waunakee, WI
BrokerSells Insurance

Alexander Aderman is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Waunakee, WI, with 12 years of industry experience. Alexander 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

Waunakee, WI

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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

Alexander is an insurance agent selling life, disability, long-term care, fixed annuities, and health insurance since 2022, dedicating a few hours per week. He also owns rental property and works with the property management company, dedicating minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
June 2022 - Present · 4 yrs 4 mos
MML Investors Services, LLC
June 2022 - Present · 4 yrs 4 mos
MML Investors Services, LLCBroker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Eagle Strategies LLC
March 2021 - May 2022 · 1 yr 2 mos
Nylife Securities LLCBroker
November 2013 - May 2022 · 8 yrs 6 mos
State Registrations5 states
KYMONYWAWI
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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