MHL Investments
Brokerage and private securities through the FINRA/SIPC member broker-dealer.
Brokerage, advisory alternatives & insurance
M. H. LeBlang, Inc.
One legal entity with distinct brokerage, investment-advisory/TAMP, and insurance business lines. Identify the capacity before discussing a service or product.
MHL TAMP
Investment-advisory and TAMP services in a distinct capacity.
M. H. LeBlang Insurance Services
Insurance and annuity services through the appropriate licensed professionals.
- Retained responsibilities
- The responsible firm and licensed professional retain their applicable supervision, due diligence, best-interest or fiduciary duties, and documentation.
- Engagement & contracting company
- The applicable brokerage, advisory, insurance, representative, or service agreement defines the capacity and authority.
- Cost categories
- Commission schedules, advisory/program charges, product expenses, insurance compensation, and other applicable charges are reviewed separately.
- Required approvals
- Firm affiliation and supervision, licensing and registration, approved products, investor eligibility, and written authorizations.
- Not included
- Brokerage registration does not automatically authorize advisory work, insurance placement, or every product. Variable insurance products require the appropriate brokerage and insurance capacities.
A substantive next step
Start with the work
you want to do differently.
Tell us what is working, where capacity is stretched, and what you want your next chapter to look like. Explore scope, fit, and economics with the appropriate company.
Start a fit conversation