Anna Kathryn Sundvold
Investment adviser representative at MML Investors Services, LLC
8 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business
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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
8 years in the industry.
- MML Investors Services, LLCOct 2023 to now
- Massmutual Life Insurance CoOct 2023 to now
- Eminence Dance ComplexSep 2023 to now
- Dallas Cowboys CheerleadersJul 2023 to now
- 49 Wealth ManagmentJun 2023 to Aug 2023
- Purshe Kaplan Sterling InvestmentsJun 2023 to Aug 2023
- CorepowerJun 2022 to May 2023
- Texas Christian UniversityAug 2019 to May 2023
- Rock Bridge Senior HighAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7771594
- Firm CRD
- 10409