TrueAdvisor
TrueAdvisor
MW
CFP · ChFC
MW
CFP · ChFC

Matthew Whelan

MML Investors Services, LLC
3 Years of Experience
Savannah, GA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Matthew Whelan is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Savannah, GA, with 3 years of industry experience. Matthew 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.

View Full SEC Brochure

Location

11705 Mercy Boulevard, Savannah, GA, 31419

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 2017
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
MML Investors Services, LLC
February 2024 - Present · 2 yrs 8 mos
MML Investors Services, LLCBroker
October 2023 - Present · 3 yrs
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2023 - September 2023 · 1 mo
State Registrations16 states
AZCAFLGAIDILMAMDNCNJNYSCTNTXVAWA
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.
More Advisors
More financial advisors in Savannah, GA →All financial advisors in Georgia →