Bobak Khodaie

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

• 02/2013 → Present
  Mml Investors Services Llc
  Albuquerque, NM
• 12/2011 → Present
  Massmutual
  Albuquerque, NM

Other Businesses

(1) NAME: GUNNERS LLC, DBA HIGHBURY INSURANCE PARTNERS INV REL: Y ADD: 3301 MOUNTAIN RD NW, ALBUQUERQUE, NM 87104 NATURE: OUTSIDE INSURANCE SALES: PROPERTY, COMMERCIAL INSURANCE POSITION: OWNER START DATE: 07/01/2023 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: REFERRING PROSPECTS TO HIGHBURY INSURANCE PARTNERS FOR P AND C AS WELL AS COMMERCIAL INSURANCE. THE LLC WILL EMPLOYEE A LICENSED AGENT TO SELL THESE PRODUCTS. I AM JUST AN OWNER OF THIS LLC AND WILL RECEIVE NO DIRECT COMPENSATION. (2) NAME: 3301 MOUNTAIN LLC INV REL: Y ADD: 3301 MOUNTAIN RD NW, ALBUQUERQUE, NM 87014 NATURE: LLC FOR OWNERSHIP OF COMMERCIAL BUILDING POSITION: OWNER START DATE: 07/01/2023 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: BUILDING MAINTENANCE. (3) NAME: LMN ASSOCIATES INC. INV REL: Y ADD: 5353 WYOMING BLVD NE SUITE 3G, ALBUQUERQUE, NM 87109 NATURE: GROUP BENEFITS POSITION: OWNER START DATE: 05/01/2026 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: MANAGE THE BUSINESS, FINANCES AND PERSONNEL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-12
• S63 Uniform Securities Agent State Law Examination
  2013-04-10