Kellen
Quackenbush

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6255893
Investment Advisor
in Tarentum, PA

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About this Advisor

Kellen Quackenbush is a financial advisor working out of Tarentum, Pennsylvania, who has 5 years of industry experience. Quackenbush is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, they have held roles at Oppenheimerfunds Distributor, Inc, Ultimate Staffing Company, Seneca Valley Lacrosse Association, Grove City College, City Of Westminster, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Quackenbush has Series 63 and Series 66 licenses, designating them as a securities broker, and can work in Alabama, Connecticut, Delaware, District Of Columbia, Louisiana, Maryland, Massachusetts, Nebraska, New Jersey, Pennsylvania, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is an advisory firm based out of New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 financial advisors. It oversees $31 billion in assets among its 76,892 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 22 charities and foundations. Of its 76,892 accounts, 62% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on the type of financial services offered. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely are comprised 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

Tarentum, PA

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

PA Average: 88
Total Number of Accounts

76,892

PA Average: 3,892
Average Account Size

$401,951

PA Average: $1,917,921

Investment Advisory Services

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

Kellen Quackenbush Work History

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

2016 - Present (8 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - Present (8 years)

Tiaa

2013 - 2016 (3 years)

Oppenheimerfunds Distributor, Inc

2013 - 2013 (< 1 year)

Ultimate Staffing Company

2012 - 2013 (1 year)

Grove City College

2009 - 2013 (4 years)

Seneca Valley Lacrosse Association

2008 - 2013 (5 years)

Grove City College

2007 - 2013 (6 years)

City Of Westminster

*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 Kellen Quackenbush 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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