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Ross William Miller

Tiaa-Cref Individual & Institutional Services, LLC

Bloomington, MN

Maple Grove, MN

CRD 5985693

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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:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-08-25
TX RA APPROVED_RES 2025-08-19
MN RA APPROVED 2015-11-13
  • VT RA
    APPROVED
    Since 2025-08-25
  • TX RA
    APPROVED_RES
    Since 2025-08-19
  • MN RA
    APPROVED
    Since 2015-11-13

Branch Locations

8300 Norman Center Drive Suite 230, Bloomington, MN 55437 • United States

Maple Grove, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Bloomington MN 11/2015 Present
Tiaa-Cref Individual & Institutional Services, Llc Bloomington MN 11/2015 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-15
  • S66 Uniform Combined State Law Examination
    2011-12-15
Other Names
  • Ross W Miller

View on SEC IAPD

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