linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew James Toepfer

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 Matthew? Claim Your Profile

About Matthew James Toepfer

Matthew Toepfer is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Matthew has been a financial advisor since 2011 and is registered to provide investment advice in Massachusetts and New Hampshire. Matthew also holds Series 7TO, Series 6 and Series 63 licenses. He is a specialist in Retirement Planning, College Savings and Insurance & Annuities. In addition to TIAA-CREF, Matthew has previous experience working with Northwestern Mutual Investment Services, LLC.

Firm Information

Matthew Toepfer 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.

Matthew Toepfer’s Registration & Firm History

NH

03/01/2019 - Present

Tiaa-Cref Individual & Institutional Services, LLC (HANOVER NH)

NH

12/06/2010 - 11/27/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MANCHESTER NH)

Not sure if Matthew James Toepfer is right for you?

Licenses & Designations

IA

Issued 09/06/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew James Toepfer. Review regulatory record here.
Not sure if Matthew James Toepfer is right for you?