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Randi Lynn Vonnahme

Tiaa-Cref Individual & Institutional Services, LLC

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About Randi Lynn Vonnahme

Randi Vonnahme is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, a company that has over 1220 licensed agents and 1270 investment advisor representatives. Randi has been in the financial industry for 9 years. Randi is licensed to provide advisory services in 51 states and the District of Columbia. Randi has a Series 7, 26, 66, and SIE license. Randi also works as an independent beauty consultant for Mary Kay. Randi is registered with FINRA and the Securities and Exchange Commission (SEC). Randi is committed to helping clients achieve their financial goals.

Firm Information

Randi Vonnahme 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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Randi Vonnahme’s Registration & Firm History

TX

04/14/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

03/17/2020 - 06/10/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENTON TX)

TX

07/05/2017 - 10/24/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLOWER MOUND TX)

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Licenses & Designations

BOTH

Issued 06/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/17/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randi Lynn Vonnahme.
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