Justin
Eslick

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6656591
Investment Advisor
in Overland Park, KS

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About this Advisor

Justin Eslick is a financial advisor based in Overland Park, Kansas with 6 years of industry experience. Eslick is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Us Army, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Eslick has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Kansas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory business headquartered in New York, NY. The company has offices in 136 locations and a total of 1,235 employees. It handles $31 billion in total assets among its 76,892 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 76,892 accounts, 62% are held by high-net-worth investors who have at least $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually vary depending on the financial services offered. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC can be comprised of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

7101 College Blvd. Suites 330 And 350
Overland Park, KS 66210

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

KS Average: 88
Total Number of Accounts

76,892

KS Average: 3,892
Average Account Size

$401,951

KS Average: $1,917,921

Investment Advisory Services

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

Justin Eslick Work History

Justin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Tiaa

2017 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - 2017 (1 year)

Waddell & Reed Inc

2016 - 2017 (1 year)

Various Insurance Carriers For W&R Insurance Agencies

2009 - 2016 (7 years)

Us Army

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Eslick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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