Spokane, WA W. 1st Avenue Office
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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
601 W. 1st Avenue, 14th Floor
Spokane WA 99201
Advisors at this office
3
Advisors at this office
Collin M
Series 66
Spokane, WA
TIAA-CREF
Collin Main is a financial advisor with TIAA-CREF in Spokane, WA, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.
Braden D
Series 63, Series 65
Spokane, WA
TIAA-CREF
Braden Danielson is a financial advisor with TIAA-CREF in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his professional work, he is a musician who plays guitar, mandolin, and violin and occasionally performs with his band at local events. TIAA-CREF Individual & Institutional Services, LLC provides 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 offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.
Christopher L
Series 63, Series 65
Spokane, WA
TIAA-CREF
Christopher Lane is a financial advisor with TIAA-CREF in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes multiple roles at TIAA-CREF and TIAA from 2010 to the present, with additional experience at Becu, LPL Financial, CUSO Financial Services, and Spokane Teachers Credit Union. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolios within a fiduciary framework.
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