linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kate Wright

Tiaa-Cref Individual & Institutional Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kate? Claim Your Profile

About Kate Wright

Kate Wright is an Investment Advisor Representative associated with TIAA-CREF Individual & Institutional Services, LLC. Kate has been a Registered Representative for 10 years. Kate specializes in Retirement Planning, Mutual Funds, and Annuities. Kate has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and the Securities Industry Essentials Examination. Kate has experience with firms such as OneAmerica Securities, Inc., Northwestern Mutual Investment Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kate's office is located in Carmel, Indiana.

Firm Information

Kate Wright 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

check

other

Compensation from affiliates

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kate Wright’s Registration & Firm History

IN

03/25/2019 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CARMEL IN)

IN

08/07/2017 - 03/13/2019

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

10/13/2014 - 06/29/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)

IN

01/28/2013 - 07/11/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)

Not sure if Kate Wright is right for you?

Licenses & Designations

BOTH

Issued 06/06/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kate Wright.
Not sure if Kate Wright is right for you?