Overland Park, KS College Blvd. Office

Team
Updated today

Client AUM

$37,911,713,991

Clients

72,469

Advisors

3

Of 1,682 advisors across 214 offices

Location

7101 College Blvd., Suites 330 and 350

Overland Park KS 66210

Advisors at this office

3

Advisors at this office

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Scott B

Series 63, Series 65

Overland Park, KS

TIAA-CREF

Scott Baltuska is a financial advisor with TIAA-CREF in Overland Park, KS, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he manages a rental property through an LLC he established for personal liability purposes. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management with a fiduciary standard, operating within a vertically integrated structure that includes affiliated funds and donor-advised 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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Jeffrey D

Series 65, Series 63

Overland Park, KS

TIAA-CREF

Jeffrey Daniels is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms, including Advised Assets Group, AE Wealth Management, and Miller Retirement Group. Daniels is based in Overland Park, KS. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services separating point-in-time planning from ongoing management and acts as adviser to the TIAA Donor Advised Fund.

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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Justin E

Series 66

Overland Park, KS

TIAA-CREF

Justin Eslick is a financial advisor with TIAA-CREF in Overland Park, KS, holding a Series 66 designation and 10 years of industry experience. He has been with TIAA-CREF since 2017 and previously worked with Waddell & Reed Inc and various insurance carriers. Outside of his advisory work, he competes in BBQ competitions as part of a team. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both model-based and customized portfolio management and acts as investment adviser to donor-advised 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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