Liam
Hudler

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6984532
Investment Advisor
in Reno, NV

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About this Advisor

Liam Hudler is a financial advisor based in Reno, Nevada, working with Tiaa-Cref Individual & Institutional Services, LLC. Liam has previously held positions at Oswego Wealth Management, Hilton Hotels, Northwestern Mutual, Lil Cooper'S Town, University Of Oregon, Lpl Financial LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, Td Ameritrade Investment Management, LLC, Td Ameritrade, Inc, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Liam has passed the Series 66 regulatory exam and is registered to provide services in Nevada. Currently, Liam is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Reno, Nevada. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.

Certifications and Registrations

Series 66

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

200 S. Virginia Street, 8Th Floor Offices 810, 823, 842, 857
Reno, NV 89501

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

NV Average: 88
Total Number of Accounts

73,602

NV Average: 3,892
Average Account Size

$443,967

NV Average: $1,917,921

Investment Advisory Services

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

Liam Hudler Work History

2023 - Present (2 years)

Tiaa

2023 - Present (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2022 - 2023 (1 year)

Td Ameritrade Investment Management, LLC

2022 - 2023 (1 year)

Td Ameritrade, Inc

2020 - 2022 (2 years)

Charles Schwab & Co., Inc

2020 - 2022 (2 years)

Charles Schwab Bank, Ssb

2019 - 2020 (1 year)

Oswego Wealth Management

2019 - 2020 (1 year)

Lpl Financial LLC

2018 - 2019 (1 year)

Hilton Hotels

2018 - 2018 (< 1 year)

Northwestern Mutual

2018 - 2018 (< 1 year)

Lil Cooper'S Town

2014 - 2018 (4 years)

University Of Oregon

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Disclosures

Please visit the SEC profile of Liam Hudler 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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Amandeep Somal
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Cameron Bristol
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Rahul Kashyap
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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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