Kelsey
Summers

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5644462
Investment Advisor
in Ames, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Kelsey Summers is a financial advisor working out of Ames, Iowa, who has been in the industry for 11 years. Summers is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Invest Financial Corporation, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Summers maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Iowa, Nebraska and Texas. Tiaa-Cref Individual & Institutional Services, LLC is a company that has its headquarters in Ames, Iowa. The firm has offices in 125 locations and a total of 1,221 people on staff. It handles $39 billion in assets under management between its 79,757 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 27 charities and foundations. Of its 79,757 customer accounts, 62% are associated with high-net-worth clients who have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees are based on the services. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC most likely consist of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

2713 Stange Road, Suite 105
Ames, IA 50010

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$39,281,759,251

IA Average: $7,464,549,021
Total Number of Employees

1,221

IA Average: 88
Total Number of Accounts

79,757

IA Average: 3,892
Average Account Size

$492,518

IA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kelsey Summers Work History

Kelsey has 11 years of experience.

2015 - Present (8 years)

Tiaa

2015 - Present (8 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - 2015 (4 years)

Invest Financial Corporation

Disclosures

Kelsey Summers has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Advice And Planning Services

Michael Gaeta
New York, NY
Marc Chapman
Dublin, OH
Janet Murrill
Princeton, NJ
Joseph Sladek
Rockville, MD
Christian Wathen
Wheaton, IL
Kevin Donaghue
Buffalo, NY
Kenneth Holt
Charlotte, NC
Todd Toro
New York, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started