Kelsey
Summers
Tiaa-Cref Individual & Institutional Services, LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$39,281,759,251
1,221
79,757
$492,518
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Answer a few questions to get a personalized match.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.
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Invest Financial Corporation
Disclosures
Kelsey Summers has no disclosures.
Please visit their SEC profile for more details.
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