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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
| VT | RA | APPROVED | 2026-01-02 |
| MN | RA | APPROVED | 2025-09-17 |
Branch Locations
Minneapolis, MN • United States
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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Minneapolis | MN | 10/2015 | 06/2017 |
| Rbc Global Asset Management (U.S.) Inc. | Minneapolis | MN | 10/2015 | 06/2017 |
| Tiaa | Bloomington | MN | 11/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Bloomington | MN | 11/2017 | 11/2020 |
| Self Employed | Minneapolis | MN | 07/2017 | 10/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Bloomington | MN | 07/2025 | Present |
SJS ADVISORY SERVICES LLC POSITION: Partial owner of SJS Advisory Services, LLC NATURE: My husband started the company and is a CPA who provides tax services. I do not participate in any capacity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 543 E Minnehaha Pkwy, Minneapolis, MN 55419-1445 MN 55419, United States DESCRIPTION: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-08 |
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