Karl Heinz Lorch

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

• 08/1983 → 03/2017
  Metlife Securities Inc.
  Tinton Falls, NJ
• 03/2017 → Present
  Mml Investors Services, Llc
  Wall Township, NJ
• 07/2016 → Present
  Massmutual Life Insurance Co
  Wall Township, NJ

Previous Registrations

• 2008-06-23 → 2017-03-25
  Msi Financial Services, Inc.
  New York, NY
  Fairfield, NJ
  Wall Township, NJ

Other Businesses

INDEPENDENT INSURANCE AGENT SELLING DENTAL AND GROUP DISABILITY INCOME, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LTC THROUGH CRUMP LIFE INSURANCE SERVICES/AETNA FROM BUSINESS ADDRESS FOR 5HRS/WK DURING SECURITIES TRADING & 2HRS/WKND & EVENINGS SINCE 6/2013