MT
CFP
MT
CFP

Mark Tsoulos

10 Years of Experience
Lisle, IL
BrokerSells Insurance

Mark Tsoulos is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Lisle, IL, with 10 years of industry experience. Mark 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

2441 Warrenville Road, Suite 300, Lisle, IL, 60532

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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

Mark is an agent at a non-MMLIA insurance brokerage, selling individual life, group health, and fixed annuities since 2016. This activity requires minimal time.

Employment History
Current Registrations
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.
March 2016 - March 2017 · 1 yr
Msi Financial Services, INC.Broker
November 2015 - March 2017 · 1 yr 4 mos
State Registrations22 states
AZCACOCTFLGAHIILINMIMNMONCNDNVNYOHPATXVAWAWI
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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