William Robert Thorman

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

• 07/2012 → 08/2018
  North Star Stockers
  Wichita Falls, TX
• 05/2016 → 07/2017
  Microventure Marketplace Inc.
  Austin, TX
• 08/2017 → 11/2019
  Postrock Brokerage
  Chicago, IL
• 12/2019 → 06/2020
  Uber
  Chicago, IL
• 07/2020 → 09/2020
  Unemployed
  Chicago, TX
• 01/2025 → 03/2026
  Osaic Wealth, Inc.
  Chicago, IL
• 09/2020 → 01/2025
  Osaic Fa, Inc.
  Chicago, IL
• 04/2026 → Present
  Tiaa
  Frisco, TX
• 04/2026 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 09/2020 → 03/2026
  The Next Level Planning Group
  Chicago, IL

Previous Registrations

• 2025-01-24 → 2026-03-31
  Osaic Wealth, Inc.
  Chicago, IL
• 2024-09-04 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL

Other Businesses

Name: Rental House Position: Landlord Nature: Residential single family rental property Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 03/01/2025 Address: 3177 U.S. Highway, Wichita Falls TX 76310, United States Description: Landlord

Exams

• S66 Uniform Combined State Law Examination
  2024-08-16
• S63 Uniform Securities Agent State Law Examination
  2015-12-22

Other Names

• William Robert Thorman
• William Thorman