Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon David Landvatter is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Jon has been in the financial services industry since March 2001. Jon is registered as a broker-dealer and an investment advisor in the state of Wisconsin. Jon is also registered with FINRA. Jon has experience providing financial advice to a variety of clients, including individuals, families, and businesses. Jon specializes in financial planning, portfolio management, and selection of other advisors.
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
WI
01/28/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BROOKFIELD WI)
WI
10/16/2009 - 12/19/2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (MILWAUKEE WI)
WI
10/16/2009 - 12/19/2014
MUTUAL OF AMERICA SECURITIES LLC (MILWAUKEE WI)
WI
07/06/2005 - 09/28/2009
CHASE INVESTMENT SERVICES CORP. (PEWAUKEE WI)
IL
04/29/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
09/05/2003 - 03/18/2004
AXA ADVISORS, LLC (NEW YORK NY)
WI
06/29/2000 - 03/24/2003
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 09/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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