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Mark Joseph Hagen

Tiaa-Cref Individual & Institutional Services, LLC

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About Mark Joseph Hagen

Mark Joseph Hagen is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Mark has been in the industry since 2002 and has been with the firm since 2007. Mark is also a registered investment advisor representative in the state of Iowa. Mark holds the Series 66, 24 and 7 licenses. Mark also holds the SIE license. Mark has specialized in various areas including investment advisory, retirement planning, and insurance.

Firm Information

Mark Hagen 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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Mark Hagen’s Registration & Firm History

IA

03/06/2008 - Present

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

IA

05/06/2004 - 01/30/2007

INTERSECURITIES, INC. (CEDAR RAPIDS IA)

NY

05/09/2001 - 01/03/2003

DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)

IA

03/29/2001 - 08/01/2001

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 06/04/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Joseph Hagen.
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