Christopher
Bonnington

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6981595
Investment Advisor
in Phoenix, AZ

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About this Advisor

Christopher Bonnington is a financial advisor based in Phoenix, Arizona, working with Tiaa-Cref Individual & Institutional Services, LLC. Christopher has previously held positions at Showcase Roof Cleaning, Himalayan Dog Chew, Richs, Thrivent Investment Management Inc, Thrivent Financial, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Christopher is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Phoenix, Arizona. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.

Certifications and Registrations

Series 66

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

$32,676,871,332

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

1,519

AZ Average: 88
Total Number of Accounts

73,602

AZ Average: 3,892
Average Account Size

$443,967

AZ Average: $1,917,921

Investment Advisory Services

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

Christopher Bonnington Work History

2023 - Present (2 years)

Tiaa

2023 - Present (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2020 - 2023 (3 years)

Mutual Of Omaha Investor Services

2020 - 2023 (3 years)

Mutual Of Omaha Insurance Company

2019 - 2020 (1 year)

Thrivent Investment Management Inc

2019 - 2020 (1 year)

Thrivent Financial

2016 - 2018 (2 years)

Richs

2014 - 2015 (1 year)

Himalayan Dog Chew

2013 - 2015 (2 years)

Showcase Roof Cleaning

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Christopher Bonnington 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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Barbara Selig
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Evan Ho
Ann Arbor, MI
Marc Coppotelli
Charlotte, NC

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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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