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John Francis Heisterkamp

Tiaa-Cref Individual & Institutional Services, LLC

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About John Francis Heisterkamp

John Francis Heisterkamp is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. John has been in the industry since 2010 and holds the Series 63, Series 66, Series 7, and SIE licenses. John has experience in financial planning, portfolio management for individuals, and selection of other advisors. John’s previous experience includes roles at TD Ameritrade, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. John is registered in 53 states and is a registered investment advisor in Texas.

Firm Information

John Heisterkamp 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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John Heisterkamp’s Registration & Firm History

TX

08/27/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

MN

07/01/2010 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BLOOMINGTON MN)

NE

11/10/2008 - 05/26/2010

TD AMERITRADE, INC. (OMAHA NE)

MN

09/22/2003 - 01/09/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/22/2003 - 01/09/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/15/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Francis Heisterkamp.
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