Angelica Nicole Trumer

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

• 08/2018 → 09/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2018 → 04/2020
  Northwestern Mutual Investment Services Llc
  Atlanta, GA
• 05/2013 → 07/2018
  Transamerica Financial Advisors, Inc
  Johns Creek, GA
• 06/2017 → 03/2018
  Lyft
  San Francisco, CA
• 01/2019 → 09/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2019 → 06/2021
  Giwayen Mata
  Atlanta, GA
• 09/2019 → 03/2020
  Deidree Golbourne
  New York, NY
• 05/2024 → Present
  Tiaa
  Charlotte, NC
• 05/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 03/2020 → 05/2024
  Bank Of America
  Atlanta, GA

Previous Registrations

• 2018-08-10 → 2020-04-03
  Northwestern Mutual Investment Services, Llc
  Atlanta, GA
• 2014-07-22 → 2018-07-30
  Transamerica Financial Advisors, Llc
  Duluth, GA
  Philadelphia, PA
  St Petersburg, FL
  Johns Creek, GA
  Newman, CA
  St Petersburg, FL

Other Businesses

ANGELICA NICOLE TRUMER POSITION: Owner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 917 Oakland Dr SW, Atlanta GA 30310, United States DESCRIPTION: Listing and booking

Exams

• S66 Uniform Combined State Law Examination
  2024-07-26
• S63 Uniform Securities Agent State Law Examination
  2015-03-09
• S65 Uniform Investment Adviser Law Examination
  2014-07-21

Other Names

• Angelica Trumer
• Angelica Nicole Trumer
• Angelica N Trumer