Austin Tyler Nielson

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

• 09/2014 → 11/2020
  Tiaa
  Denver, CO
• 09/2014 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 08/2021 → 01/2024
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 08/2021 → 01/2024
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 11/2020 → Present
  University Of Denver
  Lone Tree, CO
• 03/2024 → Present
  Tiaa
  Tampa, FL
• 03/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Tampa, FL

Previous Registrations

• 2021-09-02 → 2024-01-08
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 2014-10-15 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Glendale, CO
  Boulder, CO
• 2014-05-12 → 2014-08-12
  Edward Jones
  St Louis, MO
  Aurora, CO

Other Businesses

(1) RENTAL PROPERTY POSITION: home owner NATURE: i have a rental property. my old home is currently being rented out as an investment property. address is 17255 e center pl aurora co 80017. the management company that handles the day to day operations is colorado realty LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 17255 E Center PL, Aurora CO 80017, United States DESCRIPTION: passive rental income (2) HOA BOARD MEMBER POSITION: board member/president NATURE: HOA board member, non paying, no finances. primarily approve architecture approval for exterior changes to homes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 17255 e center pl, aurora CO 80017, United States DESCRIPTION: approve land scaping budgets and snow removal budgets as well as common areas in community

Exams

• S66 Uniform Combined State Law Examination
  2014-03-14

Other Names

• Austin Nielson
• Austin Tyler Nielson
• Austin T Nielson