AO
CFP · ChFC
AO
CFP · ChFC

Aaron Odom

9 Years of Experience
BrokerSells Insurance

Aaron Odom is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Nashville, TN, with 9 years of industry experience. Aaron 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

Nashville, TN

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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

Aaron plays freelance cello at events, dedicating minimal time to this activity. Aaron is also an insurance broker selling life, disability, long-term care, and fixed annuities, spending a few hours per week on this. Additionally, Aaron owns Big Bio LLC and Mojo Dojo Casa House LLC, spending minimal time on each.

Employment History
Current Registrations
MML Investors Services, LLC
November 2017 - Present · 8 yrs 5 mos
MML Investors Services, LLCBroker
April 2017 - Present · 9 yrs
MML Investors Services, LLC
April 2017 - Present · 9 yrs
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2016 - March 2017 · 5 mos
State Registrations24 states
ALARAZCACOFLGAKYMAMDMEMIMONCNMNVNYOKORSCTNTXUTVA
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.
Aaron Odom - Financial Advisor | TrueAdvisor