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Susan Joy Winklebleck

Tiaa-Cref Individual & Institutional Services, LLC

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About Susan Joy Winklebleck

Susan Winklebleck is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC. Susan has been in the industry since June 19, 2011, and holds the Series 66, Series 7, Series 9, Series 10, Series 24, and SIE licenses. Susan's current firm is located in Chicago, IL. Prior to joining Tiaa-Cref Individual & Institutional Services, LLC, Susan was an advisor with WELLS FARGO ADVISORS, LLC in ITASCA, IL. Susan specializes in portfolio management for individuals and businesses, as well as financial planning.

Firm Information

Susan Winklebleck 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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Susan Winklebleck’s Registration & Firm History

IL

11/24/2014 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHICAGO IL)

IL

06/08/2011 - 11/11/2014

WELLS FARGO ADVISORS, LLC (ITASCA IL)

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Licenses & Designations

BOTH

Issued 08/01/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/15/2019

Series 24 - General Securities Principal Examination

BC

Issued 12/19/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/16/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Joy Winklebleck.
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