BK
ChFC
BK
ChFC

Benjamin Kleinschmidt

6 Years of Experience
New York, NY
BrokerSells Insurance

Benjamin Kleinschmidt is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 6 years of industry experience. Benjamin 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

90 Park Ave, 18th Floor, New York, NY, 10016

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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

Benjamin is an insurance sales agent for individual life insurance products since 2019, dedicating a few hours per week. He is also a minority owner in Stretch Zone, a wellness company, spending minimal time on sales consulting.

Employment History
Current Registrations
MML Investors Services, LLC
October 2021 - Present · 5 yrs
MML Investors Services, LLCBroker
October 2019 - Present · 7 yrs
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2019 - August 2019 · 0 mos
State Registrations26 states
CACOCTDCFLGAIDILMAMDMIMNMONCNENJNYOHOKPASCTXUTVAWAWI
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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