Kelly Erwin Hejtmancik

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → 09/2017
  New York Life Insurance Company
  Houston, TX
• 06/2004 → 09/2017
  Nylife Securities Inc
  Houston, TX
• 09/2017 → Present
  Mass Mutual Life Insurance Company
  Houston, TX
• 10/2017 → Present
  Mml Investors Services, Llc
  Houston, TX

Other Businesses

(1)NAME: KELLY HEJTMANCIK INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: LIFE, P&C, HEALTH, GROUP LIFE GROUP HEALTH, DI, VISION, DENTAL POSITION: AGENT, SALES START DATE: 2013 NO HRS/MO: 40 NO HRS/MO TRADING TIME: 20 (2)NAME: OPES INSURANCE AGENCY, LLC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 09/17/2017 NO HRS/MO: 30 NO HRS/MO TRADING TIME: 10 DUTIES: PROPERTY AND CASUALTY, HEALTH (3)NAME: HV HEAVENLY VACATION RENTALS LLC INV REL: Y ADD: 1702 BALL STREET, GALVESTON, TX 77550 NATURE: SIMPLE RENTAL PROPERTY POSITION: CO-OWNER START DATE: 03/17/2021 NO HRS/MO: 0 NO HRS/MO TRADING TIME: 0. (4) NAME: KH STRATEGIC WEALTH MANAGEMENT, LLC INV REL: Y ADD: 3040 POST OAK BOULEVARD, SUITE 2000, HOUSTON TX 77056 NATURE: SEPERATE ENTITY, LLC TO CONDUCT APPROVED DBA BUSINESS POSITION: OWNER START DATE: 07/20/2026 No. HR/MO: 0. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: LLC FOR THE APPROVED DBA FOR KELLY HEJTMANCIK, ALREADY DISCLOSED. THE PURPOSE OF THIS OBA DISCLOSURE IS SIMPLY TO DISCLOSE THE SEPERATE ENTITY THAT WAS CREATED.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-06
• S63 Uniform Securities Agent State Law Examination
  2004-06-22