Zachary Robert Michael

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

• 07/2014 → 06/2018
  Bmo Harris Bank
  Appleton, WI
• 08/2014 → 06/2018
  Bmo Harris Financial Advisors, Inc.
  Appleton, WI
• 06/2018 → 02/2022
  Jpmorgan Chase Bank, N.A.
  Green Bay, WI
• 06/2018 → 01/2022
  J.P. Morgan Securities, Llc
  Green Bay, WI
• 02/2022 → 09/2024
  Cuso Financial Services, Lp
  San Diego, CA
• 02/2022 → 09/2024
  Community First Credit Union (Wi)
  Appleton, WI
• 10/2024 → Present
  Tiaa
  Frisco, TX
• 10/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX

Previous Registrations

• 2022-06-13 → 2024-09-25
  Cuso Financial Services, L.P.
  Appleton, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-10
• S63 Uniform Securities Agent State Law Examination
  2011-11-15

Other Names

• Zachary Michael
• Zachary R Michael
• Zachary Robert Michael
• Zachary R. Michael