Amy Lue Henthorn powell
Investment adviser representative at Advice and Planning Services
10 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMay 2026 to now
- TIAAMay 2026 to now
- UnemployedApr 2025 to May 2026
- Mercer Global Advisors Inc.Feb 2024 to Apr 2025
- LPL Financial LLCMar 2021 to Feb 2024
- Delta Community Credit UnionFeb 2021 to Feb 2024
- Arete Wealth Management LLCNov 2019 to Dec 2020
- Financial Resource ManagementNov 2019 to Dec 2020
- Guardian Life Insurance CompanyFeb 2018 to Oct 2019
- Park Avenue SecuritiesFeb 2018 to Oct 2019
- UnemployedAug 2017 to Feb 2018
- Merrill Lynch Pierce Fenner & SmithOct 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2453222
- Firm CRD
- 20472