Advice And Planning Services

Firm record

As recorded in SEC IAPD

Firm CRD

20472

SEC number

801-63550

Firm type

RIA

Assets under management

$37.9B as of Apr 21, 2026

Website

www.facebook.com/TIAA ↗

Phone

212-490-9000

Address

730 Third Avenue, New York, NY, 10017-3206

Advisors at this firm

2,588 in our index · page 24 of 52

• Douglas Alan JudaCRD 6986259 · Charlotte, NC
  IA RegisteredBroker
• Mitchell JudaCRD 6758015 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Keegan Andrew JusticeCRD 7288599 · Frisco, TX
  IA RegisteredBroker
• Richard Thomas KaczmarskiCRD 2523529 · Charlotte, NC
  Broker
• Marka O'leary KalacCRD 2002372 · Charlotte, NC
  Broker
• Leonedas Panagiotis KalamarasCRD 4317091 · Stamford, CT
  IA RegisteredBroker
• Ivan M. KalotovCRD 5074228 · Denver, CO
  IA RegisteredBroker
• Kendra KameschCRD 6250480 · Denver, CO
  Broker
• Kimberly KaminskiCRD 5699727 · Charlotte, NC
  Broker
• Joseph Franklin KaniatobeCRD 5409240 · Denver, CO
  IA RegisteredBroker
• Margaret Mccann KantrowitzCRD 5849689 · Waltham, MA
  IA RegisteredBroker
• Patrick Muaba KapiambaCRD 7307740 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Chrysanthe Maria KarayannisCRD 4050340 · Chicago, IL
  IA RegisteredBroker
• Gregory Robert KayelCRD 3048951 · New York, NY
  IA RegisteredBroker
• Judy Marie KeeCRD 4191514 · Charlotte, NC
  Broker
• Benjamin Wesley KeithCRD 4915430 · Seattle, WA
  IA RegisteredBroker
• Ronald Joseph KellyCRD 2465105 · Syracuse, NY
  IA RegisteredBroker
• Regina E KempCRD 2589307 · New York, NY
  Broker
• Laura Elizabeth Kendall-ZacharczypCRD 4516005 · Charlotte, NC
  IA RegisteredBroker
• Motisola Zola KendrickCRD 4498611 · Charlotte, NC
  Broker
• Thomas Michael KenneyCRD 4899958 · Baltimore, MD
  IA RegisteredBroker
• Quandra Tokeia KennonCRD 3167258 · Charlotte, NC
  Broker
• Kevin KennyCRD 4578474 · Denver, CO
  Broker
• Arlene Suzette KerrCRD 1863620 · Charlotte, NC
  Broker
• Michael Bradford KetchumCRD 4521967 · Birmingham, AL
  IA RegisteredBroker
  Disclosure event(s) on record
• Nicole Marie KettenbrinkCRD 6078039 · St Louis, MO
  IA RegisteredBroker
• Archana KhattarCRD 2430054 · Iselin, NJ
  Broker
• Patrick Michael KilcoyneCRD 4987916 · Charlotte, NC
  IA RegisteredBroker
• William Brelsford KillhourCRD 5472150 · Charlotte, NC
  IA RegisteredBroker
• Eric Hae KimCRD 6818127 · Frisco, TX
  Broker
• Justin Christopher KimmerCRD 5598410 · Portland, OR
  IA RegisteredBroker
• Yolanda Jeanne KimrayCRD 5120386 · Denver, CO
  Broker
• Angela Marie KingCRD 6014821 · Frisco, TX
  Broker
• David Andrew KingCRD 3243307 · Charlotte, NC
  Broker
• Hassan Kareen KingCRD 6264096 · Charlotte, NC
  Broker
• Jayson Randall KingCRD 5457790 · Charlotte, NC
  Broker
• Tyler Lewis KingCRD 3159135 · Denver, CO
  BrokerRegistration inactive
• Ross Coble KirkmanCRD 5407448 · Charlotte, NC
  IA RegisteredBroker
• Michael KlossCRD 6066331 · Charlotte, NC
  IA RegisteredBroker
• Christopher Leonard KnightCRD 6436382 · Charlotte, NC
  IA RegisteredBroker
• Aaron Wade KnodeCRD 4265982 · Denver, CO
  Broker
• Peter Evan KohnCRD 2453868 · Charlotte, NC
  IA RegisteredBroker
• Bai V KongCRD 3143402 · Denver, CO
  IA RegisteredBroker
• George Michael KontosCRD 7147967 · Troy, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Sarah Lynn KothCRD 3106716 · Ames, IA
  IA RegisteredBroker
• Jennifer Rebecca KremerCRD 4528021 · Carmel, IN
  IA RegisteredBroker
• Ashleigh Ann KurzweilCRD 6309297 · Golden, CO
  IA RegisteredBroker
• Jason Douglas KahleCRD 5228373 · Frisco, TX
  IA RegisteredBroker
• Foram Shiv KalariaCRD 7911698 · Charlotte, NC
  Broker
• Garen KalenderCRD 7549446 · Charlotte, NC
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.