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Sarah Lynn Koth

Tiaa-Cref Individual & Institutional Services, LLC

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About Sarah Lynn Koth

Sarah Lynn Koth is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Sarah has been in the financial services industry for over 20 years and has a strong background in providing financial advice to individual and institutional clients. Sarah has experience in working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Sarah also has experience in providing financial planning services, investment management services, and selection of other advisors. In addition to her work at TIAA-CREF, Sarah is also a Brand Ambassador for Thelma's Treats, LLC.

Firm Information

Sarah Koth 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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Sarah Koth’s Registration & Firm History

IA

09/10/2024 - Present

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

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Lynn Koth.
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