Daniel Baldwin, financial advisor Indianapolis IN

Daniel Baldwin

CRD Number: 6277547
Current Firm: Mml Investors Services, LLC

Daniel Baldwin (CRD# 6277547) is an Investment Advisor Representative working at Mml Investors Services, LLC in Indianapolis, IN and has over 7 years of experience in the finance industry. Daniel Baldwin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Massmutual Life Insurance Co Phoenix, AZ Oct 2021 - Current < 1
Mml Investors Services, LLC Phoenix, AZ Oct 2015 - Current 6
Massachusetts Mutual Life Insurance Company Springfield, MA Mar 2015 - Oct 2021 6
Mml Strategic Distributors LLC Phoenix, AZ Oct 2015 - Apr 2019 3
Axa Advisors, LLC New York, NY May 2014 - Mar 2015 < 1
Northern Arizona University Flagstaff, AZ Aug 2013 - May 2014 < 1
Northern Arizona University Flagstaff, AZ Aug 2012 - May 2014 1
Rio Salado College Tempe, AZ May 2012 - Aug 2012 < 1
County College Of Morris Randolph, NJ Jun 2010 - May 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Daniel A. Baldwin
Phone Number: (413)737-8400
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    49,002
    MILLIONS
  • Total Number of Accounts
    252,369
    ACCOUNTS
  • Average Account Value
    $194,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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