Michael
Hulderman

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4199667
Investment Advisor
in Charlotte, NC
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About this Advisor

Michael Hulderman is a certified financial planner based out of Charlotte, North Carolina, with 16 years in the industry. Hulderman is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Hulderman maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is a company based in Charlotte, North Carolina. The investment advisory business has offices in 153 locations and a total of 1,991 people on staff. It oversees $26 billion in assets among its 64,735 accounts, making it one of the largest firms in the country by assets under management. The firm advises 38 charities and foundations. Of its 64,735 customer accounts, 62% belong to high-net-worth individuals who have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees usually vary depending on the type of services. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8500 Andrew Carnegie Blvd. Charlotte Hub
Charlotte, NC 28262

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

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

1,988

NC Average: 88
Total Number of Accounts

69,021

NC Average: 3,892
Average Account Size

$364,861

NC Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Hulderman Work History

Michael has 16 years of experience.

2004 - Present (15 years)

Tiaa-Cref Individual & Institutional Services, LLC

2002 - Present (17 years)

Tiaa

Disclosures

Michael Hulderman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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