Tiaa-Cref Individual & Institutional Services, LLC

Investment Advisor
in Ames, IA

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About this Advisor

Paige Philips is a financial advisor based in Ames, Iowa, with 15 years of financial industry experience. Philips is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. The advisor has gained experience at Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Philips maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Iowa. Tiaa-Cref Individual & Institutional Services, LLC is a firm 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 among its 79,757 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 27 charities and foundations. Of its 79,757 customer accounts, 62% are held by high-net-worth clients who have at least $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on the type of financial services. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC can be comprised of asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

15 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

Paige Philips Work History

Paige has 15 years of experience.

2007 - Present (16 years)

Tiaa-Cref Individual & Institutional Services, LLC

2007 - Present (16 years)



Paige Philips 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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