Chad
Cook
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Chad Cook is a financial advisor based in Ames, Iowa who has 2 years of industry experience. Cook is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. During their career, Cook has held roles at Farm Bureau, Fbl Marketing Services, LLC, Principal Securities, Inc, Principal Life Insurance Company, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Cook has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Iowa. Tiaa-Cref Individual & Institutional Services, LLC is a business based out of New York, NY. It has offices in 136 locations and a total of 1,235 people on staff. It handles $31 billion in total assets across its 76,892 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 22 charitable organizations. Of its 76,892 customer accounts, 62% are associated with high-net-worth investors who have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on which services are offered. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Chad Cook Work History
Chad has been registered as a financial advisor for 2 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Principal Securities, Inc
Principal Life Insurance Company
Farm Bureau
Fbl Marketing Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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