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 based out of Ames, Iowa, who has been in the advisory business for 10 years. Hard is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, they have worked at Banc Of America Investment Services, Banc Of America Invetments, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America. N.A, Wells Fargo Advisors, LLC, Tiaa-Cref Individual & Institutional Services, LLC, Us Trust, Metlife Securities and Tiaa. Hard holds Series 66 and Series 63 licenses, designating them as a securities representative, and is able to operate in Iowa. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory business that has its headquarters in Ames, Iowa. The investment advisory business has offices in 153 locations and a total of 1,991 advisors. It controls $26 billion in total assets among its 64,735 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 38 charitable organizations. Of its 64,735 client accounts, 62% belong to high-net-worth individuals who have greater than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees usually are based on the type of financial services offered. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC likely consist of any blend of asset-based and other fees.

Certifications and Registrations

Series 66, Series 63

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

2713 Stange Road, Suite 105
Ames, IA 50010

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,820,060,727

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

1,991

IA Average: 88
Total Number of Accounts

64,735

IA Average: 3,892
Average Account Size

$398,858

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 10 years of experience.

2016 - Present (3 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - 2016 (0 years)

Metlife Securities

2016 - Present (3 years)

Tiaa

2014 - 2016 (2 years)

Us Trust

2012 - 2014 (2 years)

Wells Fargo Advisors, LLC

2009 - 2009 (0 years)

Banc Of America Invetments

2009 - 2012 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2009 (0 years)

Bank Of America. N.A

2008 - 2009 (1 years)

Banc Of America Investment Services

Disclosures

Aaron Hard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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