Benjamin Alexander Kleinschmidt
Investment adviser representative at MML Investors Services, LLC
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
12 years in the industry.
- MML Investors Services, LLCOct 2019 to now
- Lenox AdvisorsSep 2019 to now
- Mass Mutual Life Insurance CompanyAug 2019 to now
- Northwestern Mutual Life Insurance CompanyAug 2018 to Aug 2019
- Northwestern Mutual Investment Services LLCJul 2018 to Aug 2019
- UnemployedMay 2018 to Jul 2018
- The Durst OrganizationJun 2017 to Aug 2017
- Slingshot HealthMay 2017 to Jun 2017
- Wake Forest UniversityAug 2014 to May 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6994613
- Firm CRD
- 10409