GK
GK

Gordon Kimpel

44 Years of Experience
McLean, VA
1 DisclosureBrokerSells Insurance

Gordon Kimpel is a registered investment advisor at MML Investors Services, LLC, based in McLean, VA, with 44 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.

For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.

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Location

8444 Westpark Dr, Suite 900, McLean, VA, 22102

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History

Regulatory History (1)
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Customer Dispute
April 2012
Closed-No Action
Other Business ActivitiesSells Insurance

Gordon is a sales agent for life, health, group life, and group health insurance since 1990, dedicating minimal time to it. He also owns a beach rental property and is a partner in a business focused on bringing baseball to Loudon County, VA, each requiring minimal time, and sells life settlements/viaticals.

Employment History
Current Registrations
MML Investors Services, LLC
January 2001 - Present · 25 yrs 4 mos
MML Investors Services, LLCBroker
June 1982 - Present · 43 yrs 11 mos
Previous Registrations
Massachusetts Mutual Life Insurance CompanyBroker
January 1982 - January 1988 · 6 yrs
State Registrations10 states
CADCFLMDNCNJNYOHPAVA
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.