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Daniel Threlkeld

11 Years of Experience
Collierville, TN
1 DisclosureBrokerSells Insurance

Daniel Threlkeld is a registered investment advisor at MML Investors Services, LLC, based in Collierville, TN, with 11 years of industry experience. Daniel 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

Collierville, TN

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History

Regulatory History (1)
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Regulatory
January 2017
Final
Other Business ActivitiesSells Insurance

Daniel is the treasurer of Collegiate Life Investment Foundation and Sauvetuer Exchange Inc., and chapter advisor for Omicron Epsilon fraternity. He also has ownership in Threlkeld Financial Group, LLC and works in sales for Pride Financial, spending minimal time on each of these activities.

Employment History
Current Registrations
MML Investors Services, LLC
June 2020 - Present · 6 yrs 4 mos
MML Investors Services, LLC
September 2019 - Present · 7 yrs 1 mo
MML Investors Services, LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
July 2015 - October 2019 · 4 yrs 3 mos
State Registrations15 states
ALCAFLGAILLAMDMOMSNCNYOHTNTXVA
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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