Benjamin Alexander Kleinschmidt

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

• 05/2017 → 06/2017
  Slingshot Health
  New York, NY
• 06/2017 → 08/2017
  The Durst Organization
  New York, NY
• 05/2018 → 07/2018
  Unemployed
  New York, NY
• 08/2014 → 05/2018
  Wake Forest University
  Winston Salem, NC
• 08/2018 → 08/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2018 → 08/2019
  Northwestern Mutual Investment Services Llc
  New York, NY
• 08/2019 → Present
  Mass Mutual Life Insurance Company
  New York, NY
• 10/2019 → Present
  Mml Investors Services, Llc
  New York, NY
• 09/2019 → Present
  Lenox Advisors
  New York, NY

Other Businesses

(1) Name: Benjamin Kleinschmidt / Lenox Advisors, Inc. Inv rel: Y Add: 90 Park Avenue 18th Floor New York NY 10016 Nature: Outside Insurance - Individual Life Position: Sales/Agent, Start date: 09/23/2019, No. HR/MO: 10 No. HR/MO during sec trading: 10. (2) Name: Stretch Zone; Ok Uno, LLC Inv Rel: N Addr: 5629 N Pennsylvania Ave, Oklahoma City, OK 73112 Nature: Wellness Position: Minority Owner Start Date: 08/01/2023, No. Hr/Mo: 4 No. Hr/Mo During Sec Trading: 0 Duties: Sales consulting. (3) NAME: BAK 33 LLC, INV REL: Y, ADD: AT RESIDENTIAL ADDRESS, NATURE/DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 09/01/2025, NO. HR/MO: 0, NO. HR/MO DURING SEC TRADING: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-15
• S63 Uniform Securities Agent State Law Examination
  2020-07-27

Designations

• Chartered Financial Consultant

Other Names

• Benjamin Alexander Kleinschmidt
• Ben Kleinschmidt