Brittany
Winkelman
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Brittany Winkelman is a financial advisor based in Seattle, Washington, with 2 years of industry experience. Winkelman is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Rbc Capital Markets, LLC. Winkelman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Washington. Tiaa-Cref Individual & Institutional Services, LLC is an advisory company based in New York, NY. The company has offices in 136 locations and a total of 1,235 employees. It handles $31 billion in assets under management among its 76,892 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 22 charities and foundations. Of its 76,892 customer accounts, 62% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on which service is offered. Fees billed 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
Brittany Winkelman Work History
Brittany has been registered as a financial advisor for 2 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Rbc Capital Markets, LLC
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*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 Brittany Winkelman 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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