SK
ChFC
SK
ChFC

Steven Knudson

46 Years of Experience
Murray, UT
BrokerSells Insurance

Steven Knudson is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Murray, UT, with 46 years of industry experience. Steven 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

746 E Winchester St, #140, Murray, UT, 84107

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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

Steven has ownership and agent responsibilities at Knudson, LLC, servicing EIAs, dedicating minimal time. He also works as a sales agent at Knudson, LLC, selling individual life, health, group life, group health, and dental insurance, spending about 10-20% of his time.

Employment History
Current Registrations
MML Investors Services, LLC
October 2013 - Present · 13 yrs
MML Investors Services, LLCBroker
March 1996 - Present · 30 yrs 7 mos
Previous Registrations
MML Investors Services, INC.
January 2004 - December 2009 · 5 yrs 11 mos
G. R. Phelps & CO., INC.Broker
August 1980 - March 1996 · 15 yrs 7 mos
State Registrations2 states
IDUT
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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