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Austin N

Series 66

Wildwood, FL

TIAA-CREF

Austin Nielson is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 11 years of industry experience. His prior work includes roles at Charles Schwab and Edward Jones. Outside of his advisory duties, he serves as a non-compensated board member and president of a homeowners association, where he oversees architectural approvals and community area budgets. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, offering both model-based and customized investment options.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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