Kent
Weilage

Tiaa-Cref Individual & Institutional Services, LLC

CRD#1286599
Investment Advisor
in Denver, CO
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About this Advisor

Kent Weilage is a certified financial planner whose office is in Denver, Colorado. Currently a registered advisor with Tiaa-Cref Individual & Institutional Services, LLC, Weilage has a notable 24 years of work experience. Weilage maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Weilage can work with investors in Colorado. During their career, the advisor has held roles at Edward Jones, Mid Plains Community College, Bellevue University, Sagepoint Financial, Inc, First Foundation Advisors, Blinn College, Integrated Financial Strategies, Nylife Securities LLC, Allstate Insurance Co and Larimer Capital Corporation. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Denver, Colorado, and operates out of 153 other locations across the United States. In total, Tiaa-Cref Individual & Institutional Services, LLC oversees $26 billion in assets throughout 64,735 client accounts and retains more than 1,991 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 62% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC can offer 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 65, Series 63, Certified Financial Planner

Years of Experience

24 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

1670 Broadway Suite 2200, Denver Hub
Denver, CO 80202-5602

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

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

1,988

CO Average: 88
Total Number of Accounts

69,021

CO Average: 3,892
Average Account Size

$364,861

CO Average: $1,917,921

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Investment Advisory Services

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

Kent Weilage Work History

Kent has 24 years of experience.

2015 - Present (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2015 - Present (4 years)

Tiaa

2014 - 2014 (0 years)

Allstate Insurance Co

2014 - 2015 (1 years)

Larimer Capital Corporation

2013 - 2014 (1 years)

Integrated Financial Strategies

2013 - 2014 (1 years)

Nylife Securities LLC

2012 - 2013 (1 years)

Blinn College

2011 - 2011 (0 years)

Edward Jones

2011 - 2011 (0 years)

Sagepoint Financial, Inc

2011 - 2012 (1 years)

First Foundation Advisors

1996 - 2011 (15 years)

Bellevue University

1994 - 2011 (17 years)

Mid Plains Community College

Disclosures

Kent Weilage has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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