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Ryan James Thompson

Tiaa-Cref Individual & Institutional Services, LLC

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About Ryan James Thompson

Ryan James Thompson is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC with over 16 years of experience in the financial services industry. Ryan is licensed to provide investment advice in 26 states and has been registered with FINRA since 2008. Ryan is a Series 66, SIE, and Series 7 licensed professional. Ryan's prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Ryan primarily works with high-net-worth individuals and corporations, as well as charitable organizations, but serves a diverse range of clients across the United States.

Firm Information

Ryan Thompson 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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Ryan Thompson’s Registration & Firm History

ND

07/02/2016 - Present

Tiaa-Cref Individual & Institutional Services, LLC (FARGO ND)

ND

09/30/2010 - 06/07/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARGO ND)

MN

07/18/2008 - 09/27/2010

EDWARD JONES (DETROIT LAKES MN)

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Licenses & Designations

BOTH

Issued 07/31/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan James Thompson.
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