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Timothy Loeffler

MML Investors Services, LLC
10 Years of Experience
Elmsford, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Timothy Loeffler is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Elmsford, NY, with 10 years of industry experience. Timothy 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

565 Taxter Road Suite 625 6th Floor, Elmsford, NY, 10523

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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

Timothy is an independent insurance agent since 2017, selling life insurance, fixed annuities, disability, long-term care, health, and property/casualty insurance, dedicating minimal time. He also runs revenue from his insurance/investment practice through Taxter Advisory LLC to pay business expenses, and sells life settlements as an agent since 2023, dedicating minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
January 2016 - March 2017 · 1 yr 2 mos
Msi Financial Services, INC.Broker
October 2015 - March 2017 · 1 yr 5 mos
State Registrations49 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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