Dee Ann
Kinney
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Dee Ann Kinney is a financial advisor operating out of Brule, Nebraska with a total of 18 years of industry experience. Kinney is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Kinney has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Colorado, Connecticut, Delaware, District Of Columbia, Louisiana, Maryland, Massachusetts, Nebraska, New Jersey, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a company that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 advisors. It administers $31 billion in assets under management between its 76,892 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 22 charities and foundations. Of its 76,892 accounts, 62% are held by high-net-worth clients who have at least $1 million in investable assets. The business performs a set of 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 services the firm provides the client. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC likely include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dee Ann Kinney Work History
Dee Ann has been registered as a financial advisor for 18 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*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 Dee Ann Kinney 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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