Daniel Threlkeld
Daniel Threlkeld is a registered investment advisor at MML Investors Services, LLC, based in Collierville, TN, with 10 years of industry experience. Daniel 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
Collierville, TN
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Regulatory History (1)
Regulatory
January 2017Other 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
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations14 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.