Merrill
47yrs
Top advisor by experience in Cincinnati
20yrs
Based in Cincinnati, Ohio, Timothy Vollrath is a fiduciary financial advisor with 20 years of industry experience. Timothy joined MML Investors Services in 2026, after a year at Principal Securities and three years at Eagle Strategies. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors in Ohio
Office8044 Montgomery Road Suite 620, Cincinnati, OH 45236
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowMML Investors Services, LLCCurrent firm
- Jul 2025 – Aug 2026Principal Securities, Inc.Previously
- 2022 – 2025Eagle Strategies LLCPreviously
- 2016 – 2020Pruco Securities, LLC.Previously
- Apr 2010 – Sep 2010Pruco Securities, LLC.Previously
Contact Timothy
8044 Montgomery Road Suite 620Cincinnati, OH 45236Office · Get directions Firm main line(413) 226-0000Headquarters: MML Investors Services · Springfield, MA Firm websitewww.mmlinvestors.com
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Questions to ask Timothy
Tailored to Timothy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Timothy
How do I contact Timothy?
Call MML Investors Services at (413) 226-0000 and ask for Timothy Vollrath. Timothy works from the Cincinnati, OH office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2007, about 20 years. More experience than 60% of advisors in Ohio.
What licenses does Timothy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Timothy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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Top 1% by experience in Cincinnati