Aaron
Hard

Tiaa-Cref Individual & Institutional Services, LLC

CRD#2898712
Investment Advisor
in Ames, IA

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About this Advisor

Aaron Hard is a financial advisor who lives in Ames, Iowa. Currently an advisor at Tiaa-Cref Individual & Institutional Services, LLC, Hard has 10 years of professional experience in the financial advisory industry. Hard holds Series 63 and Series 66 licenses, qualifying them as a securities agent. Hard is registered to work with customers in Iowa. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Advisors, LLC, Us Trust, Metlife Securities, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Ames, Iowa, and operates out of 160 additional brick-and-mortar locations in the United States. As a company, Tiaa-Cref Individual & Institutional Services, LLC oversees $25 billion in assets dispersed across 69,021 client accounts and retains more than 1,988 people. The firm's total assets under management places it among the biggest firms in the United States. 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 advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC provides 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 63, 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

2713 Stange Road, Suite 105
Ames, IA 50010

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

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

1,988

IA Average: 88
Total Number of Accounts

69,021

IA Average: 3,892
Average Account Size

$364,861

IA Average: $1,917,921

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Investment Advisory Services

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

Aaron Hard Work History

Aaron has 11 years of experience.

2016 - Present (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - Present (4 years)

Tiaa

2016 - 2016 (< 1 year)

Metlife Securities

2014 - 2016 (2 years)

Us Trust

2012 - 2014 (2 years)

Wells Fargo Advisors, LLC

2009 - 2012 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Aaron Hard 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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