Cindy
Witwer

Tiaa-Cref Individual & Institutional Services, LLC

CRD#2890093
Investment Advisor
in Denver, CO

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About this Advisor

Cindy Witwer is a financial advisor based in Denver, Colorado, working with Tiaa-Cref Individual & Institutional Services, LLC. Cindy has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Energy Central, Fidelity Investments, Labcopr, Fidelity Personal And Workplace Advisors, and Fidelity Brokerage Services, LLC. Cindy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Cindy is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Denver, Colorado. 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 63, 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

1670 Broadway, Suite 3300 Denver Regional
Denver, CO 80202-5602

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

CO Average: 88
Total Number of Accounts

73,602

CO Average: 3,892
Average Account Size

$443,967

CO Average: $1,917,921

Investment Advisory Services

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

Cindy Witwer Work History

2022 - Present (2 years)

Tiaa

2022 - Present (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2021 - 2022 (1 year)

Fidelity Investments

2021 - 2021 (< 1 year)

Labcopr

2021 - 2022 (1 year)

Fidelity Personal And Workplace Advisors

2021 - 2022 (1 year)

Fidelity Brokerage Services, LLC

2015 - 2020 (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2015 - 2020 (5 years)

Tiaa

2008 - 2014 (6 years)

Energy Central

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Disclosures

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

Financial Advisors at Advice And Planning Services

Khalil Morgan
Charlotte, NC
Juan Amador
Frisco, TX
Tristan Latzel
Denver, CO
Haley Clanton
Charlotte, NC
Reece Betcher
Milwaukie, OR
Amandeep Somal
Lewisville, TX
Cameron Bristol
Denver, CO
Rahul Kashyap
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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