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Luander William Mccaskill

Investment adviser representative at Advice and Planning Services
11 yearsExperience
3 statesRegistered 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

11 years in the industry.

  1. TIAA-CREF Individual & Institutional Services, LLCAug 2015 to now
  2. TIAAAug 2015 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 3 states (NJ, TX, VT).

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
3006786
Firm CRD
20472
Advisor's SEC record (opens in a new tab)
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