Aaron
Moberg

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5867062
Investment Advisor
in Ames, IA
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About this Advisor

Aaron Moberg is a financial advisor who works in Ames, Iowa, who has been in the advisory business for 10 years. Moberg works at Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, they have held roles at Princor Financial Services Corporation, Principal Life Insurance Co, Nationwide, Ing, Deere Employees Credit Union, Cuna Brokerage Services, Inc, Tiaa-Cref Individual & Institutional Services, LLC, Invest Financial Corporation and Tiaa. Moberg maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in Iowa. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment business based in Ames, Iowa. It has offices in 153 locations and a total of 1,991 financial advisors. It controls $26 billion in assets among its 64,735 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 38 charitable organizations. Of its 64,735 accounts, 62% are associated with high-net-worth investors who have more than $1 million in assets. The firm has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually depend on which service is provided. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely include asset-based and other fees.

Certifications and Registrations

Series 63, 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

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 Moberg Work History

Aaron has 10 years of experience.

2016 - Present (3 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - Present (3 years)

Tiaa

2015 - 2016 (1 year)

Invest Financial Corporation

2012 - 2012 (< 1 year)

Ing

2012 - 2016 (4 years)

Deere Employees Credit Union

2012 - 2015 (3 years)

Cuna Brokerage Services, Inc

2010 - 2012 (2 years)

Princor Financial Services Corporation

2010 - 2010 (< 1 year)

Principal Life Insurance Co

2008 - 2010 (2 years)

Nationwide

Disclosures

Aaron Moberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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