Kelsey
Summers

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5644462
Investment Advisor
in Ames, IA
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About this Advisor

Kelsey Summers is an advisor based in Ames, Iowa. Currently an investment advisor with Tiaa-Cref Individual & Institutional Services, LLC, Summers has nine years of professional experience. Summers holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Summers is able to serve customers based out of Iowa. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, Invest Financial Corporation, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Tiaa-Cref Individual & Institutional Services, LLC is based out of Ames, Iowa, and has 153 locations throughout the nation. As a company, Tiaa-Cref Individual & Institutional Services, LLC manages $26 billion in assets dispersed across 64,735 accounts and employs more than 1,991 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 62% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC can provide 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 66

Years of Experience

9 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

Kelsey Summers Work History

Kelsey has 9 years of experience.

2015 - Present (4 years)

Tiaa

2015 - Present (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - 2015 (4 years)

Invest Financial Corporation

2009 - 2011 (2 years)

Wells Fargo Advisors, LLC

Disclosures

Kelsey Summers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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