Columbia, MD Grantchester Way Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Advice and Planning Services
Enterprise
Firm-wide stats for Advice and Planning Services
About
TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs (TIAA Portfolio Advisor, TIAA Personal Portfolio, and Private Asset Management), and separate broker‑dealer services to individuals—frequently those with pre‑existing relationships through TIAA‑administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also facilitates referrals to affiliated services such as TIAA Trust and serves as investment adviser to the TIAA Donor Advised Fund sponsored by Charityvest.
The firm’s advisory model separates point‑in‑time Planning Services (Life Goals Analysis and Personal Financial Plan), which end at delivery and are not monitored, from ongoing discretionary management through its managed account programs; PA and TPP rely on model portfolios while PAM offers customized portfolios managed by a dedicated portfolio manager under a client‑approved investment policy statement. TC Services applies a fiduciary standard to its RIA services but explains that the scope of that duty varies by service, and its managed accounts commonly use wrap‑fee structures and may include affiliated funds, which the brochure identifies and discloses as potential conflicts.
Noteworthy features include acting as adviser to a donor‑advised fund and operating within a vertically integrated group that uses affiliated funds; the brochure notes the firm generally relies on asset‑based and wrap fees rather than fixed fees and describes related conflicts and mitigation measures. The firm also discloses a series of regulatory enforcement matters (including SEC and state settlements, client restitution, and related remedial actions such as changes to compensation, training, disclosures, and supervision), which the brochure cites as informing its current compliance and supervisory practices.
Based on Advice and Planning Services
Expertise
Based on Advice and Planning Services
Occupation focus
Based on Advice and Planning Services
Demographic focus
Based on Advice and Planning Services
Location
10980 Grantchester Way, Suite 340
Columbia MD 21044
Advisors at this office
5
Advisors at this office
William F
CFA®
Columbia, MD
TIAA-CREF
William Fritz is a CFA® charterholder working with TIAA-CREF in Washington, DC. He has been with TIAA since 2014 and joined TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm separates financial planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure.
Nicholas W
Series 63, Series 65
Columbia, MD
TIAA-CREF
Nicholas Wasielewski is a financial advisor with TIAA-CREF in Columbia, MD, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as a non-compensated board member of the Angie Houtz Memorial Scholarship, a nonprofit that awards scholarships to students attending Maryland public colleges and universities. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA employer retirement plans, as well as trusts, estates, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.
Michael S
Series 63, Series 65
Columbia, MD
TIAA-CREF
Michael Stokvis is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC specializes in financial planning and discretionary managed account programs for individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary portfolio management using model portfolios or customized strategies under a fiduciary standard.
Katherine L
Series 66
Columbia, MD
TIAA-CREF
Katherine Lee is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds a Series 66 designation and has been with TIAA and TIAA-CREF since 2013 and 2015, respectively. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.
Matthew D
Series 63, Series 66
Columbia, MD
TIAA-CREF
Matthew Diehl is a financial advisor with TIAA-CREF in Columbia, MD, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he owns two rental properties. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various programs, including customized portfolio options managed under client-approved investment policies.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")