Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Reutzel is an investment advisor representative at Tiaa-cref Individual & Institutional Services, LLC, a firm with its main office in New York. Adam has been in the financial industry since 2011. Adam is registered to provide financial advice in several states including Iowa, Illinois, Minnesota, Missouri, Nebraska, Kansas, South Dakota, and Wisconsin. Adam's firm, Tiaa-cref Individual & Institutional Services, LLC, provides financial planning, selection of other advisors, and portfolio management services to individuals and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
IA
10/29/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CORALVILLE IA)
IA
05/26/2011 - 09/15/2014
EDWARD JONES (CEDAR RAPIDS IA)
BOTH
Issued 07/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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