Tiaa-Cref Individual & Institutional Services, LLC

Investment Advisor
in Ames, IA

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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

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



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


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


IA Average: 88
Total Number of Accounts


IA Average: 3,892
Average Account Size


IA Average: $1,917,921

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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)


2015 - Present (8 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - 2015 (4 years)

Invest Financial Corporation


Kelsey Summers has no disclosures.

Please visit their SEC profile for more details.

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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

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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.

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