East Lansing, MI Office

Team
Updated today

Client AUM

$37,911,713,991

Clients

72,469

Advisors

9

Of 1,693 advisors across 214 offices

Location

4660 S. Hagadorn Road, Suite 130

East Lansing MI 48823

Advisors at this office

9

Advisors at this office

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Kyle W

Series 63, Series 66

East Lansing, MI

TIAA-CREF

Kyle Weitekamp is a financial advisor at TIAA-CREF with 16 years of industry experience. He has held roles at TIAA-CREF and TIAA since 2018 and previously worked at J.P. Morgan Securities from 2014 to 2018. He holds Series 63 and Series 66 licenses and is based in East Lansing, Michigan. 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 connected to TIAA-administered employer retirement plans. The firm provides a combination of point-in-time planning and ongoing portfolio management, with an advisory model that includes model-based and customized portfolios.

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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John V

Series 63, Series 65

East Lansing, MI

TIAA-CREF

John Vandersloot is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, 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.

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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Stacy T

Series 66, Series 63

East Lansing, MI

TIAA-CREF

Stacy Talarico is a financial advisor with TIAA-CREF based in East Lansing, MI. She holds Series 66 and Series 63 designations and has 15 years of industry experience. Her prior experience includes roles at Fidelity Investments and Edward Jones. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to 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 management through various managed account programs, including customized portfolios managed under client-approved investment policies.

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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Todd H

Series 63, Series 65

East Lansing, MI

TIAA-CREF

Todd Howard is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He worked at Hantz Financial Services, Inc. for 11 years before joining TIAA-CREF in 2017. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model portfolios and customized solutions, operating under a fiduciary standard within a vertically integrated structure.

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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Brett L

Series 65

East Lansing, MI

TIAA-CREF

Brett Leonard is a financial advisor with TIAA-CREF, holding a Series 65 designation and one year of industry experience. He has previously worked at Northern Trust and has been associated with TIAA since 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

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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Bradford N

Series 63, Series 65

East Lansing, MI

TIAA-CREF

Bradford Newitt is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining TIAA-CREF in 2017, he worked for Hantz Financial Services, Inc. for 14 years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

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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Scott H

Series 63, Series 65

East Lansing, MI

TIAA-CREF

Scott Heise is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with TIAA and TIAA-CREF since 2000. 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 pre-existing employer retirement plan relationships. The firm differentiates its planning services from ongoing managed account management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

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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Jon S

Series 65, Series 63

East Lansing, MI

TIAA-CREF

Jon Scott is a financial advisor at TIAA-CREF with two years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Hoskin Capital and Jefferies. Outside of his advisory role, Scott serves as the Corresponding Secretary for the Alpha Phi Alpha Fraternity’s Kappa Delta Lambda Chapter and is a Commissioner on the Lansing City Board of Fire Commissioners. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds.

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

Justin B

Series 63, Series 66

East Lansing, MI

TIAA-CREF

Justin Braman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and has 10 years of industry experience. He has been with TIAA and its affiliated entity, TIAA-CREF Individual & Institutional Services, LLC, since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios.

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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