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William Peter Luster

Tiaa-Cref Individual & Institutional Services, LLC

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About William Peter Luster

William Luster is a financial advisor with over five years of experience in the industry. Currently, William works at TIAA-CREF Individual & Institutional Services, LLC, a firm with a broad range of services, focused on financial planning, portfolio management, and selection of other advisors. William is registered with the state of Missouri and is also a registered representative with FINRA. William has a proven track record of success in helping individuals and families achieve their financial goals. Prior to working at TIAA-CREF, William was associated with Edward Jones for over five years.

Firm Information

William Luster 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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William Luster’s Registration & Firm History

MO

09/25/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (St Louis MO)

MO

05/08/2018 - 09/14/2023

EDWARD JONES (SAINT LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Peter Luster.
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