linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelsey Rae Summers

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 Kelsey? Claim Your Profile

About Kelsey Rae Summers

Kelsey Rae Summers is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC and has been in the industry since 2009. Kelsey Rae Summers is registered with both the state of Iowa and the state of California. In addition to being registered as a representative of TIAA-CREF Individual & Institutional Services, LLC, Kelsey Rae Summers is also registered with FINRA. Previously, Kelsey Rae Summers was employed by INVEST FINANCIAL CORPORATION in West Des Moines, IA and WELLS FARGO ADVISORS, LLC in Mt. Pleasant, IA. Kelsey Rae Summers provides financial planning services and specializes in retirement planning, college savings, and insurance.

Firm Information

Kelsey Summers 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.

Kelsey Summers’s Registration & Firm History

IA

03/30/2015 - Present

Tiaa-Cref Individual & Institutional Services, LLC (AMES IA)

IA

04/20/2011 - 02/10/2015

INVEST FINANCIAL CORPORATION (WEST DES MOINES IA)

IA

09/23/2009 - 04/11/2011

WELLS FARGO ADVISORS, LLC (MT. PLEASANT IA)

Not sure if Kelsey Rae Summers is right for you?

Licenses & Designations

BOTH

Issued 09/17/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelsey Rae Summers.
Not sure if Kelsey Rae Summers is right for you?