Financial ADVSR advisor directory · SEC adviser records
Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Overland Park, KS
Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in Overland Park, A to Z.
The short answer
3 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Overland Park, out of 1,521 at the firm nationwide; it ranks number 103 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Tiaa-Cref Individual & Institutional Services, LLC advisors in Overland Park, A to Z
Every Tiaa-Cref Individual & Institutional Services, LLC advisor →- Scott N. BaltuskaAlso a broker rep
- Jeffrey N. DanielsAlso a broker rep
- Jeremy B. KohnAlso a broker rep
Tiaa-Cref Individual & Institutional Services, LLC advisors in every city and state →Tiaa-Cref Individual & Institutional Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Tiaa-Cref Individual & Institutional Services, LLC advisors in other cities
Charlotte, NC 321Frisco, TX 167New York, NY 52Glendale, CO 31Philadelphia, PA 23Durham, NC 20Melville, NY 20Waltham, MA 17Chicago, IL 16Pittsburgh, PA 16Seattle, WA 16Concord, NC 15Pasadena, CA 15Princeton, NJ 15Atlanta, GA 14
Other firms in Overland Park
All Overland Park advisors →Creative Planning 647Onedigital 149Prime Capital Financial 132Mariner 111Creativeone Wealth, LLC 108Creativeone Securities, LLC 78Cetera Investment Advisers LLC 63Edward Jones 62Mariner Wealth 55Osaic Wealth, Inc. 38Strategic Advisers LLC 34LPL Financial LLC 33
Questions
How many financial advisors does Tiaa-Cref Individual & Institutional Services, LLC have in Overland Park?
3 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,521 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Tiaa-Cref Individual & Institutional Services, LLC one of the largest advisor employers in Overland Park?
Tiaa-Cref Individual & Institutional Services, LLC ranks number 103 in Overland Park by registered advisors; Creative Planning has the most, with 647.
How do I check a Tiaa-Cref Individual & Institutional Services, LLC advisor in Overland Park?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Tiaa-Cref Individual & Institutional Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.