KH
CFP
KH
CFP

Kellen Hardy

5 Years of Experience
Warren, NJ
BrokerSells Insurance

Kellen Hardy is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Warren, NJ, with 5 years of industry experience. Kellen 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

25 Independence Boulevard, Suite 200, 2nd floor, Warren, NJ, 07059

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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

Kellen is an independent insurance agent selling life insurance, disability, long-term care, fixed annuities, and health insurance since March 2023. This activity requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
January 2022 - Present · 4 yrs 9 mos
MML Investors Services, LLC
September 2021 - Present · 5 yrs 1 mo
MML Investors Services, LLCBroker
September 2021 - Present · 5 yrs 1 mo
State Registrations29 states
AKALAZCACOCTFLGAILINLAMAMDMIMNMONCNHNJNYOHOKPASCTNTXVAWAWY
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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