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 an advisor in Ames, Iowa. Currently a registered advisor at Tiaa-Cref Individual & Institutional Services, LLC, they have accumulated 11 years of professional experience. Moberg maintains Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Moberg is registered to advise customers in Iowa. The advisor has gained experience at Princor Financial Services Corporation, Principal Life Insurance Co, Nationwide, Ing, Deere Employees Credit Union, Cuna Brokerage Services, Inc, Invest Financial Corporation, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Ames, Iowa, and operates out of 160 other offices throughout the United States. As a firm, Tiaa-Cref Individual & Institutional Services, LLC manages $25 billion in assets throughout 69,021 client accounts and employs more than 1,988 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 61% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Tiaa-Cref Individual & Institutional Services, LLC offers 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 63, Series 66

Years of Experience

12 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 12 years of experience.

2016 - Present (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - Present (4 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.

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This content was compiled from the SEC and FINRA.

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