Kathryn Ellen Revels

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  Tiaa
  Ann Arbor, MI
• 02/2016 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Ann Arbor, MI

Previous Registrations

• 2014-04-16 → 2016-02-08
  Td Ameritrade, Inc.
  Draper, UT
  Salt Lake City, UT
  Draper, UT
• 2012-08-01 → 2016-02-08
  Td Ameritrade Investment Management, Llc
  Draper, UT
  Salt Lake City, UT
  Draper, UT

Other Businesses

WITH KINDNESS ENTERPRISES, LLC POSITION: Landlord NATURE: We are renting out our primary home. The home is held within an LLC, the LLC is owned by my wife and I. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: Home Address, South Jordan UT 84095, United States DESCRIPTION: Landlord for rental home

Exams

• S66 Uniform Combined State Law Examination
  2012-07-31
• S63 Uniform Securities Agent State Law Examination
  2011-06-14

Other Names

• Kathryn Ellen Revels
• Katie Ellen Revels
• Kathryn Ellen Aragon
• Katie Ellen Aragon
• Kathryn Ellen Schultz
• Katie Ellen Schultz