user avatar

Chrisjon Smith

Advisor at TIAA-CREF

Updated today

Location

Ridgeway, SC

Credentials

Series 63, Series 66

Industry experience

13 years

About

Chrisjon Smith is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time financial planning and ongoing discretionary management, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Client services

Based on TIAA-CREF

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on TIAA-CREF

General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on TIAA-CREF

Educators, Teachers, and Academics Founder/Business Owner

Demographic focus

Based on TIAA-CREF

Approaching retirement Mid-Career Professionals

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $5,000: 0.30% annually (TIAA Personal Portfolio wrap fee) $5,001 - $25,000: No tier explicitly stated between $5K and $25K; see tiers below for higher levels $25,000+: Range from 1.15% to 0.40% annually (TIAA Portfolio Advisor wrap fee with brackets) No minimum - $1,000,000: 0.50% annually (Private Asset Management asset-based fee) $1,000,000+: From 0.90% to 0.40% annually for blended portfolio (Private Asset Management asset-based fee)

Other

Account minimum: $1,000,000

Location

Ridgeway, SC

Most active in

North Carolina · South Carolina

Work history

Tiaa

2012 - Present (14 years)

TIAA-CREF

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Todd H

ChFC®, Series 63, Series 65

Blythewood, SC

The Bridge Financial Advisors

Todd Henning is a financial advisor at The Bridge Financial Advisors with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his advisory role, he worked at BlueCross BlueShield for six years. The Bridge Financial Advisors provides investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach emphasizes diversification and fundamental analysis, managing both discretionary and non-discretionary accounts with a focus on mutual funds, ETFs, equities, fixed income, and options.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)
user avatar

Scott S

Series 63, Series 65

Ridgeway, SC

&PARTNERS

Scott Spang is a financial advisor with &Partners who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes positions with Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as president of the Plantation Pointe Homeowners Association in Ridgeway, SC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan advisory services, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Daylon L

Series 63, Series 65

Blythwood, SC

GWN Securities Inc.

Daylon Laws is a financial advisor with GWN Securities Inc. in Blythewood, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with GWN Securities since 2010. Outside of his advisory role, Laws serves as the treasurer for the Blythewood High School Education Foundation, managing scholarship funds and financial records on a volunteer basis. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies uncommon among similarly sized firms.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar

Adam R

Series 66

Blythwood, SC

GWN Securities Inc.

Adam Russell is a financial advisor with GWN Securities Inc., holding a Series 66 designation and six years of industry experience. He has worked at GWN Securities since 2019 and previously at The MIL Corporation. In addition to his financial advising career, he serves as a Cyber Operations Officer in the United States Air Force Reserve. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a legacy of market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar

Brian L

CFP®, Series 66

Blythewood, SC

Ameriprise

Brian Lee is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Blythewood, SC. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

William M

Series 63

Blythewood, SC

Ameriprise

William Mc Ree is a financial advisor with Ameriprise in Lexington, SC, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has ownership interests in a timber LLC and non-investment-related real estate holdings. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")