MML Investors Services
New
New to the profession
8yrs
Ashwin Mohan has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Couer D Alene, Idaho. Ashwin has been with MML Investors Services since 2024. 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.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office2065 W Riverstone Dr Suite 105, Couer D Alene, ID 83814
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
- Dec 2024 – nowMML Investors Services, LLCCurrent firm
Contact Ashwin
2065 W Riverstone Dr Suite 105Couer D Alene, ID 83814Office · Get directions Firm main line(413) 226-0000Headquarters: MML Investors Services · Springfield, MA Firm websitewww.mmlinvestors.com
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Questions to ask Ashwin
Tailored to Ashwin’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 Ashwin
How do I contact Ashwin?
Call MML Investors Services at (413) 226-0000 and ask for Ashwin Mohan. Ashwin works from the Couer D Alene, ID office.
How long has Ashwin been a financial advisor?
Ashwin has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Ashwin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ashwin a fiduciary?
Ashwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ashwin paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Ashwin 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.