Troy, MI West Big Beaver Road 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
101 West Big Beaver Road, 14th Floor
Troy MI 48084
Advisors at this office
5
Advisors at this office
Steven W
Series 63, Series 66
Troy, MI
TIAA-CREF
Steven Warner is a financial advisor with TIAA-CREF in Rochester, MI, holding Series 63 and Series 66 licenses and 34 years of industry experience. His prior work includes long tenures at Valic Financial Advisors and the Variable Annuity Life Insurance Company, as well as a recent position at Ameriprise Financial Services. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA employer retirement plans, as well as trusts, estates, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary portfolio management and acts as adviser to a donor-advised fund.
Brent M
Series 66
Troy, MI
TIAA-CREF
Brent Mckellar is a financial advisor with TIAA-CREF in Royal Oak, MI, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2016. 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 operates within a vertically integrated group and offers both standardized and customized portfolio management under a fiduciary standard.
George K
Series 66
Troy, MI
TIAA-CREF
George Kontos is a financial advisor with TIAA-CREF in Livonia, MI, holding a Series 66 credential and six years of industry experience. Prior to joining TIAA-CREF in 2023, he worked with several firms including ASSET ALLOCATION STRATEGIES, LLC and GLP Investment Services, LLC. Outside of his advisory work, he owns and operates Sonik Entertainment LLC, providing DJ, sound, and lighting services, and volunteers at St. Edith Catholic School assisting with events and school operations. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, utilizing both model and customized portfolios.
Matthew B
Series 66
Troy, MI
TIAA-CREF
Matthew Bunch is a financial advisor at TIAA-CREF with four years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Facet Wealth and Securities America Advisors, before joining TIAA-CREF. 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, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management, utilizing model portfolios and customized solutions managed under fiduciary standards.
Carl R
Series 63, Series 66
Troy, MI
TIAA-CREF
Carl Rankin is a financial advisor at TIAA-CREF in Troy, MI, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2018. Prior to that, he was employed by Scottrade Investment Management and Scottrade, Inc. for a total of 10 years. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time financial planning and ongoing portfolio management using model or customized portfolios under fiduciary standards.
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