Kelsey
Summers
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Kelsey Summers is a financial advisor based in Ames, Iowa, working with Tiaa-Cref Individual & Institutional Services, LLC. Kelsey has previously held positions at Invest Financial Corporation, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Kelsey has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Kelsey is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Ames, Iowa. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kelsey Summers Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Invest Financial Corporation
Disclosures
Please visit the SEC profile of Kelsey Summers 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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