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Daniel Lee Turnmeyer

Mml Investors Services, LLC

Bettendorf, IA

Bettendorf, IA

CRD 3237593

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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:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-01-03
IA RA APPROVED 2002-06-28
  • TX RA
    APPROVED_RES
    Since 2017-01-03
  • IA RA
    APPROVED
    Since 2002-06-28

Branch Locations

2550 Middle Road Suite 204, Bettendorf, IA 52722 • United States

2019 Grant St, Bettendorf, IA 52722 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services Bettendorf IA 01/2000 Present
Mass Mutual Life Insurance Bettendorf IA 01/2000 Present
  • 01/2000 → Present
    Mml Investors Services
    Bettendorf, IA
  • 01/2000 → Present
    Mass Mutual Life Insurance
    Bettendorf, IA
Other Businesses

(1)NAME: DANIEL L TURNMEYER INV REL: Y ADD: 2550 MIDDLE ROAD SUITE 204 BETTENDORF IA 52722 NATURE: IND LIFE/HEALTH, GROUP LIFE/HEALTH POSITION: SALES START DATE: 01/01/2011 HR/MO: 1 HR/MO DURING SEC TRADING: 1 (2)NAME: DANIEL TURNMEYER INV REL: Y ADD: 2550 MIDDLE ROAD BETTENDORF IA 52722 NATURE: OUTSIDE INSURANCE; FIXED ANNUITIES AND LIFE POSITION: BROKER START DATE: 04/01/2021 HR/MO: 0 HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: NON-AFFILIATED INSURANCE SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-31
S63 Uniform Securities Agent State Law Examination 1999-08-25
  • S65 Uniform Investment Adviser Law Examination
    2002-05-31
  • S63 Uniform Securities Agent State Law Examination
    1999-08-25
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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