John
Wagner

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5983932
Investment Advisor
in Phoenix, AZ

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About this Advisor

John Wagner is an advisor whose office is in Phoenix, Arizona. Currently a registered advisor with Tiaa-Cref Individual & Institutional Services, LLC, they have gathered 10 years of experience in the financial advisory industry. Wagner maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Wagner can advise customers in Arizona. Wagner has gained experience at Merrill Lynch, Pierce, Fenner And Smith Inc, Law Offices Of John Wagner Saint, Bank Of America, N.A, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Phoenix, Arizona, and operates out of 160 additional locations in the nation. As a registered investment advisory firm, Tiaa-Cref Individual & Institutional Services, LLC manages $25 billion in assets dispersed across 69,021 accounts and employs more than 1,988 people. The amount of assets the firm manages places it among the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 61% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC offers financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

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

$25,183,075,928

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

1,988

AZ Average: 88
Total Number of Accounts

69,021

AZ Average: 3,892
Average Account Size

$364,861

AZ Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Wagner Work History

John has 11 years of experience.

2016 - Present (4 years)

Tiaa

2016 - Present (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - 2016 (5 years)

Merrill Lynch, Pierce, Fenner And Smith Inc

2011 - 2016 (5 years)

Bank Of America, N.A

2009 - 2011 (2 years)

Law Offices Of John Wagner Saint

Disclosures

John Wagner has no disclosures.

Please visit their SEC profile for more details.

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This content was compiled from the SEC and FINRA.

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