Kenneth
Gerlach

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4145152
Investment Advisor
in Saint Louis, MO

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About this Advisor

Kenneth Gerlach is a financial advisor operating out of Saint Louis, Missouri with a total of 5 years of relevant experience. Gerlach is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Pnc Bank, Pnc Investments, Wells Fargo Advisors Financial Network, LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Gerlach has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to work in Massachusetts, Missouri and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a firm operating out of New York, NY. It has offices in 136 locations and a total of 1,235 financial advisors. It oversees $31 billion in total assets between its 76,892 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 22 charitable organizations. Of its 76,892 client accounts, 62% are associated with high-net-worth investors who have more than $1 million in assets available to invest. 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 for financial advisory services vary depending on the services. Fee types billed by Tiaa-Cref Individual & Institutional Services, LLC most likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

8300 Eager Road Suite 700
Saint Louis, MO 63144

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

MO Average: 88
Total Number of Accounts

76,892

MO Average: 3,892
Average Account Size

$401,951

MO Average: $1,917,921

Investment Advisory Services

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

Kenneth Gerlach Work History

Kenneth has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Tiaa

2018 - Present (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - 2018 (2 years)

Pnc Bank

2016 - 2018 (2 years)

Pnc Investments

2014 - 2016 (2 years)

Wells Fargo Advisors Financial Network, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

*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 Kenneth Gerlach 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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