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MP
CFP · ChFC
MP
CFP · ChFC

Michael Pelo

MML Investors Services, LLC
9 Years of Experience
Lehi, UT
2 DisclosuresBroker
View SEC Summary
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Michael Pelo is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Lehi, UT, with 9 years of industry experience. Michael 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
5077 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.

View Full SEC Brochure

Location

2901 West Blue Grass Blvd, Suite 320, Lehi, UT, 84048

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2018
Final
Regulatory
March 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
MML Investors Services, LLC
August 2026 - Present · 2 mos
MML Investors Services, LLC
July 2026 - Present · 3 mos
MML Investors Services, LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2017 - July 2026 · 9 yrs 6 mos
State Registrations36 states
ALARAZCACOCTFLGAHIIAIDILMAMDMIMOMSMTNCNDNENHNJNMNVNYOKORSCSDTXUTVAWAWIWY
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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