David Gerhard Kopittke
Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$115.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- MML Investors Services, LLCJun 2017 to now
- Mass MutualSep 2015 to now
- Northwestern Mutual Wealth Management CoJan 2016 to Jun 2017
- Northwestern Mutual Investment Services LLCFeb 2014 to Jun 2017
- Northwestern Mutual Life Insurance CompanyJan 2014 to Jun 2017
- Wefko, Inc.Apr 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4382096
- Firm CRD
- 10409