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Tiaa-Cref Individual & Institutional Services, LLC CRD 20472
$37.9B regulatory AUM 35,647 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-21 |
Branch Locations
8300 Norman Center Drive Suite 230, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Chanhassen | MN | 01/2014 | 04/2023 |
| Thrivent Financial | Appleton | WI | 03/2014 | 04/2023 |
| Ameriprise Financial Services, Llc | Chanhassen | MN | 04/2023 | 10/2025 |
| Tiaa | Bloomington | MN | 01/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Bloomington | MN | 01/2026 | Present |
Name: Ted's Christmas Lighting, LLC Position: Owner Nature: Seasonal holiday light installation business. Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 10/01/2023 Address: Home Address, Victoria MN 55386, United States Description: Owner and operator of business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-14 |
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