Kristin Margret Klein

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

• 01/2014 → Present
  Tiaa
  Princeton, NJ
• 01/2014 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Princeton, NJ

Other Businesses

ST. MARY ACADEMY POSITION: Vice President of Finance/Co-Treasurer NATURE: My son attends this school since Pre-K. They have had me in a PTA President or PTA Vice President capacity since 2018. I do not handle anything financially, however, I do chair multiple fundraisers for the school throughout the year. All of the proceeds we raise go back to the school. In the President and Vice President roles that I have had, I attend monthly board meetings, organize, and chair events throughout the school. They are changing board positions this year and titles, my title has changes for 2025-2027 school year. It is now considered the Vice President of Finance AKA Co-Treasurer. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2018 ADDRESS: 400 Doc Cramer Blvd, Manahawkin NJ 08050, United States DESCRIPTION: A PTA Board Member at a Catholic School to help parents and teachers work together to support the school community. The Vice President of Finance/Co-Treasurer: Attends Monthly Board Meetings with PTA Board Assist treasurer in creating and monitoring the schools pta budget, identifying potential areas of overspending and proposing adjustments. Coordinates the annual auction and gala working with committee to stay on budget. Oversee school committees to include; gift auction committee; lunch recess committee, holiday shop committee, scholastic book fair committee, fundraising committee. I do not have any check writing ability or access to anything financially.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-27
• S63 Uniform Securities Agent State Law Examination
  2003-06-09

Other Names

• Kristin Margret Patterson
• Kristin Margret Kritch
• Kristin Margret Klein
• Kristin Margret Patterson