Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Jeffery Theile is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Craig Theile is also registered as an investment advisor representative in several states, including Florida, Indiana, Kentucky, Maryland, Michigan, Ohio, and Washington. Craig Theile has been in the financial industry for over 14 years and has a strong track record of providing financial advice to individuals and families.
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
OH
07/11/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CINCINNATI OH)
OH
09/16/2016 - 07/03/2023
U.S. BANCORP INVESTMENTS, INC. (WEST CHESTER OH)
OH
08/21/2014 - 05/18/2016
SCOTTRADE, INC. (WEST CHESTER OH)
OH
03/11/2013 - 10/23/2013
PNC INVESTMENTS (CINCINNATI OH)
KY
03/28/2011 - 02/11/2013
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
01/23/2008 - 11/18/2010
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
IA
Issued 10/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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