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Vannesa Lucia Schuepfer

Tiaa-Cref Individual & Institutional Services, LLC

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About Vannesa Lucia Schuepfer

Vannesa Lucia Schuepfer is a financial professional with experience in the financial services industry. Vannesa is currently registered with TIAA-CREF Individual & Institutional Services, LLC and is located in Frisco, Texas. Previously, Vannesa was employed by WELLS FARGO CLEARING SERVICES, LLC in HOUSTON, Texas. Vannesa's areas of expertise include investment products and variable contracts, as demonstrated by their Series 6TO and SIE exam credentials. Vannesa also holds a Series 63 license, signifying their understanding of state securities regulations. Vannesa is dedicated to providing financial guidance and personalized service to clients.

Firm Information

Vannesa Schuepfer 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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Vannesa Schuepfer’s Registration & Firm History

TX

08/16/2024 - Present

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

TX

05/23/2023 - 07/10/2024

WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 06/15/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vannesa Lucia Schuepfer.
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