Blakely
Buhler
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Blakely Buhler is a financial advisor based in Sachse, Texas, working with Tiaa-Cref Individual & Institutional Services, LLC. Blakely has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Velocio Mortgage, Wells Fargo, Churchill Mortgage, Citibank, Digital Intellegence Systems, and Home Point Financial. Blakely has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Blakely is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Sachse, Texas. 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
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Blakely Buhler Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Velocio Mortgage
Home Point Financial
Wells Fargo
Churchill Mortgage
Citibank
Digital Intellegence Systems
Disclosures
Please visit the SEC profile of Blakely Buhler 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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