Audra
Masche

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4261180
Investment Advisor
in Phoenix, AZ

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About this Advisor

Audra Masche is a financial advisor based in Phoenix, Arizona with a total of 6 years of relevant experience. Masche is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, they have worked at Bbva Compass Bank, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Commloan, Bbva Compass Investment Solutions, Inc, Bbva Securities Inc and Scout & Cellar. Masche holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Arizona. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment business that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 financial advisors. It controls $31 billion in assets under management across its 76,892 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 22 charitable organizations. Of its 76,892 client accounts, 62% are associated with high-net-worth individuals who have at least $1 million in assets. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees vary depending on which service is provided. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC most likely include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

3131 E Camelback Road Suite 420
Phoenix, AZ 85016

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

AZ Average: $7,464,549,021
Total Number of Employees

1,235

AZ Average: 88
Total Number of Accounts

76,892

AZ Average: 3,892
Average Account Size

$401,951

AZ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Audra Masche Work History

Audra has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Tiaa

2017 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2019 - 2021 (2 years)

Scout & Cellar

2016 - 2017 (1 year)

Commloan

2013 - 2016 (3 years)

Bbva Securities Inc

2007 - 2013 (6 years)

Bbva Compass Investment Solutions, Inc

2006 - 2016 (10 years)

Bbva Compass Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Audra Masche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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