Michael Robert Achatz

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

• 10/2003 → 03/2017
  Metlife Securities Inc
  Linthicum, MD
• 07/2016 → Present
  Massmutual Life Insurance Company
  Columbia, MD
• 03/2017 → Present
  Mml Investors Services, Llc
  Columbia, MD

Previous Registrations

• 2006-06-12 → 2017-03-25
  Msi Financial Services, Inc.
  Baltimore, MD
  Elkridge, MD

Other Businesses

(1) NAME: MICHAEL ACHATZ INV REL: Y ADDR: 6811 BENJAMIN FRANKLIN DRIVE, SUITE 160, COLUMBIA MD 21046 NATURE: OTHER - DELAWARE LIFE FIXED ANNUITY RENEWAL POSITION: AGENT START: 1/1/2006 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0. (2) NAME: METROPOLITAN WEALTH ADVISORS, LLC, INV REL: Y, ADD: 6811 BENJAMIN FRANKLIN DR, #160, COLUMBIA, MD 21026 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER/PARTNER, START DATE: 01/01/2025, NO. HR/MO: 0, NO. HR/MO DURING SEC TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2006-05-25
• S65 Uniform Investment Adviser Law Examination
  1999-06-11
• S63 Uniform Securities Agent State Law Examination
  1999-05-28

Designations

• Chartered Financial Consultant