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 a financial advisor who works in Ames, Iowa, who has 10 years of professional experience. Summers currently works for Tiaa-Cref Individual & Institutional Services, LLC. Summers has gained experience at Wells Fargo Advisors, LLC, Invest Financial Corporation, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Summers has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm based in Ames, Iowa. The investment advisory business has offices in 160 locations and a total of 1,988 advisors. It handles $25 billion in total assets among its 69,021 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 39 charities and foundations. Of its 69,021 accounts, 61% are held by high-net-worth individuals who have at least $1 million in assets. The firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely include any combination 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

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 11 years of experience.

2015 - Present (5 years)

Tiaa

2015 - Present (5 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.

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This content was compiled from the SEC and FINRA.

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