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Collette Susan Mitchell

Tiaa-Cref Individual & Institutional Services, LLC

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About Collette Susan Mitchell

Collette Mitchell is a financial professional with over 20 years of experience in the financial services industry. Collette is currently registered with Tiaa-Cref Individual & Institutional Services, LLC as a Registered Representative (RA). Collette holds several licenses including Series 63, Series 65, Series 7, and Series 24. Collette has previously been registered with First Allied Securities, Inc. and Olson Investment Advisors, LLC. Collette's areas of expertise include financial planning, selection of other advisors, and portfolio management for individuals. Collette has a passion for helping clients achieve their financial goals and believes in building long-lasting relationships with her clients.

Firm Information

Collette Mitchell is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Collette Mitchell’s Registration & Firm History

MN

05/19/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (BLOOMINGTON MN)

WA

01/20/2003 - 04/01/2016

FIRST ALLIED SECURITIES, INC. (SEATTLE WA)

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Licenses & Designations

BC

Issued 01/02/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/16/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Collette Susan Mitchell.
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