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Advisors / Tennessee / Memphis
12yrs

Daniel Vandersteeg

Financial advisor at MML Investors Services

Based in Memphis, Tennessee, Daniel Vandersteeg is a fiduciary financial advisor with 12 years of industry experience. Daniel joined MML Investors Services in 2017, after two years at MSI Financial Services. Daniel holds the CFP® designation.

One of 845 advisors with offices in Memphis, and one of 698 fiduciaries.

Memphis, TN 38120CFP®Fiduciary advisor

At a glance

Experience12 years (since 2014)
How that compares ?12 years in the industry
Office949 Shady Grove Rd S Suite 300, Memphis, TN 38120
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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2017 – now
  2. May 2015 – Mar 2017
    MSI Financial Services, Inc.Previously

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Daniel

How do I contact Daniel?

Call MML Investors Services at (413) 226-0000 and ask for Daniel Vandersteeg. Daniel works from the Memphis, TN office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2014, about 12 years. 12 years in the industry.

What licenses does Daniel hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniel 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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