Mark
Durrenberger

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5860916
Investment Advisor
in Evanston, IL

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About this Advisor

Mark Durrenberger is an advisor who is based out of Evanston, Illinois. Currently a registered advisor at Tiaa-Cref Individual & Institutional Services, LLC, they have accumulated nine years of professional experience in the financial advisory industry. Durrenberger holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Durrenberger is able to serve customers in Illinois. Their career trajectory has included roles at New England Securities Corporation, Waukegan High School, Vantage Financial Partners, LTD, Ameriprise Financial Services, Inc, Chicago Public Schools, Balasa Dinverno Foltz LLC, Durrenberger Tax, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Evanston, Illinois, and has 160 brick-and-mortar locations in the country. Overall, Tiaa-Cref Individual & Institutional Services, LLC oversees $25 billion in assets throughout 69,021 client accounts and employs more than 1,988 people. The firm's total assets under management makes it one of the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 61% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Tiaa-Cref Individual & Institutional Services, LLC can offer financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

1560 Sherman Avenue Suite 100
Evanston, IL 60201

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

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

1,988

IL Average: 88
Total Number of Accounts

69,021

IL Average: 3,892
Average Account Size

$364,861

IL Average: $1,917,921

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Investment Advisory Services

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

Mark Durrenberger Work History

Mark has 10 years of experience.

2018 - Present (2 years)

Tiaa

2018 - Present (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - 2018 (2 years)

Balasa Dinverno Foltz LLC

2016 - 2016 (< 1 year)

Durrenberger Tax

2014 - 2016 (2 years)

Ameriprise Financial Services, Inc

2013 - 2014 (1 year)

Vantage Financial Partners, LTD

2010 - 2013 (3 years)

New England Securities Corporation

2010 - 2010 (< 1 year)

Waukegan High School

2010 - 2010 (< 1 year)

Chicago Public Schools

Disclosures

Mark Durrenberger has no disclosures.

Please visit their SEC profile for more details.

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Mark Durrenberger
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Connor Tyson
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Janet Kang
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This content was compiled from the SEC and FINRA.

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