Nora
Mickelson
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Nora Mickelson is a financial advisor who works out of Portland, Oregon who has 1 year of industry experience. Mickelson works at Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, they have held roles at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Broad River, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Edward Jones, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Mickelson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Oregon, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 advisors. It handles $31 billion in assets under management across its 76,892 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 22 charitable organizations. Of its 76,892 customer accounts, 62% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is offered. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nora Mickelson Work History
Nora has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Edward Jones
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
Broad River
*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 Nora Mickelson 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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