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 25 of 52

• Jameel Faquir KalimahCRD 6194875 · Frisco, TX
  BrokerRegistration inactive
• Michael J KaminskyCRD 2102569 · Waltham, MA
  Broker
• Kimya KamranCRD 7231855 · Tampa, FL
  IA RegisteredBroker
• Wilna Tsui KanjanasimCRD 7385879 · Frisco, TX
  Broker
• Julho Jitesh KaraCRD 6957214 · Plano, TX
  IA RegisteredBroker
• Rahul KashyapCRD 7086405 · Charlotte, NC
  IA RegisteredBroker
• Marilyn Osako KasongoCRD 6846168 · Charlotte, NC
  Broker
• Jason Harris KatzCRD 5920659 · Princeton, NJ
  IA RegisteredBroker
• Laurie Ann KatzakianCRD 6322165 · Frisco, TX
  Broker
• Prabhvinder KaurCRD 3151694 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Bridget Dyan KeeferCRD 5468028 · San Francisco, CA
  IA RegisteredBroker
• Timothy Edward KeetonCRD 1997678 · Charlotte, NC
  Broker
• Sylvia Breanne KelleyCRD 7936360 · Charlotte, NC
  Broker
• Charise Antionette Kelley-OkpoCRD 6839906 · Frisco, TX
  Broker
• Tammy Phung KellyCRD 7909522 · Frisco, TX
  Broker
• Tracy Keith KennardCRD 2008714 · Salt Lake City, UT
  IA RegisteredBroker
• Michele Theresa KerrCRD 6007371 · Charlotte, NC
  Broker
• Farah Rahim KhalfanCRD 6636132 · Euless, TX
  IA RegisteredBroker
• Faran KhanCRD 8122154 · Charlotte, NC
  Broker
• Tahuna Bea KiddCRD 4380831 · Midland, NC
  IA RegisteredBroker
• Adam Lenard KilgoCRD 7302350 · Charlotte, NC
  Broker
• Alexis Jabree KilgoCRD 6907140 · Charlotte, NC
  Broker
• Joshua Tristan KilgoCRD 7430177 · Charlotte, NC
  Broker
• Taylor Jon KimbroughCRD 7994063 · Frisco, TX
  Broker
• Cassandra A KingCRD 5879430 · New York, NY
  Broker
• Donna Lynette KingCRD 6895358 · Durham, NC
  IA RegisteredBroker
• Robert Dale KinneyCRD 6223743 · Charlotte, NC
  Broker
• Michael Lee KirbyCRD 5275997 · Charlotte, NC
  Broker
• Brady Thomas KlemmeCRD 5276639 · Denver, CO
  Broker
• Alan M KlitenicCRD 1822817 · Frisco, TX
  Broker
• Surya Prakash KolluriCRD 5736167 · Boston, MA
  Broker
• Khadiga Abdelgawad KonsouhCRD 7166378 · Charlotte, NC
  Broker
• Mark Kyung KooCRD 7355405 · Frisco, TX
  Broker
• Jody Lynn KoonceCRD 3271379 · Charlotte, NC
  BrokerRegistration inactive
• Jessica Gabrielle KopfCRD 5877094 · New York, NY
  IA RegisteredBroker
• Swetheeca April KopivinopaCRD 8160112 · Frisco, TX
  Broker
• Michael Dean KortrightCRD 7911351 · Frisco, TX
  Broker
• Daniel Abram KovenCRD 7024438 · Philadelphia, PA
  IA RegisteredBroker
• Andrew Joseph KrepelkaCRD 5711184 · Cambridge, MA
  Broker
• John Edward KreshonCRD 8159109 · Charlotte, NC
  Broker
• Kesha Lanore KriderCRD 8033974 · Charlotte, NC
  Broker
• Chandler Patrick KrisikCRD 7974179 · Frisco, TX
  Broker
• Peyton Elizabeth KruegerCRD 7622788 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Aaron Joseph KucmerowskiCRD 6686988 · Durham, NC
  IA RegisteredBroker
• John Lydon KuhnCRD 7729620 · Charlotte, NC
  IA RegisteredBroker
• Spencer Douglas KuhnCRD 6293941 · Charlotte, NC
  Broker
• Harsh KumarCRD 2316273 · New York, NY
  Broker
• Romona KumarCRD 7653584 · Charlotte, NC
  Broker
• Kayla Nocella KundeCRD 6929003 · Tallahassee, FL
  IA RegisteredBroker
• Jared J KuzmaCRD 7756575 · Frisco, TX
  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.