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Jon David Landvatter

Tiaa-Cref Individual & Institutional Services, LLC

Brookfield, WI

Waukesha, WI

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-19
WI RA APPROVED 2015-01-28
  • TX RA
    APPROVED_RES
    Since 2025-08-19
  • WI RA
    APPROVED
    Since 2015-01-28

Branch Locations

15800 W. Bluemound Road Suite 105, Brookfield, WI 53005 • United States

Waukesha, WI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Milwaukee WI 01/2015 Present
Tiaa-Cref Individual & Institutional Services, Llc Milwaukee WI 01/2015 Present
Previous Registrations
  • 2005-07-06 → 2009-09-28
    Chase Investment Services Corp.
    Pewaukee, WI
    Appleton, WI
    Burlington, WI
    Wales, WI
    Burlington, WI
  • 2004-04-29 → 2005-07-06
    Banc One Securities Corporation
    Racine, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-09-10
S63 Uniform Securities Agent State Law Examination 2000-03-14
  • S65 Uniform Investment Adviser Law Examination
    2003-09-10
  • S63 Uniform Securities Agent State Law Examination
    2000-03-14

View on SEC IAPD

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Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

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