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Scott Christopher Heise

Tiaa-Cref Individual & Institutional Services, LLC

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About Scott Christopher Heise

Scott Heise is an investment advisor representative for TIAA-CREF Individual & Institutional Services, LLC. Scott has been in the financial services industry for over 30 years. Scott specializes in financial planning, portfolio management for individuals, and selection of other advisors. Scott has a Series 63, 65 and 7 license as well as a Series 24 license.

Firm Information

Scott Heise 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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Scott Heise’s Registration & Firm History

MI

05/08/2013 - Present

Tiaa-Cref Individual & Institutional Services, LLC (EAST LANSING MI)

NA

07/16/1996 - 11/14/1996

STANDARD BROKERAGE SERVICES, INC.

MN

06/30/1993 - 07/16/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/30/1993 - 07/16/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/23/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Christopher Heise.
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