Matthew Patrick Miehe

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

• 11/2011 → 06/2017
  Tdameritrade
  Fort Worth, TX
• 06/2017 → 05/2025
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2017 → 05/2025
  Charles Schwab Bank, Ssb
  Westlake, TX
• 04/2013 → 06/2017
  Td Ameritrade, Inc.
  Fort Worth, TX
• 06/2014 → 06/2017
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
• 01/2026 → Present
  Tiaa
  Frisco, TX
• 01/2026 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 05/2025 → 01/2026
  Unemployed
  Fort Worth, TX

Previous Registrations

• 2017-06-22 → 2025-05-21
  Charles Schwab & Co., Inc.
  Westlake, TX
  Fort Worth, TX
  Westlake, TX
• 2014-06-26 → 2017-06-01
  Td Ameritrade, Inc.
  Omaha, NE
  Fort Worth, TX
  Westlake, TX
  Westlake, TX
  Fort Worth, TX
  Omaha, NE
• 2014-06-26 → 2017-06-01
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-06-25
• S63 Uniform Securities Agent State Law Examination
  2013-06-10

Other Names

• Matt Miehe
• Matthew Patrick Miehe
• Matthew P Miehe