Annette Badui Baltes
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, LLCJul 2023 to now
- TIAAJul 2023 to now
- UnemployedMar 2023 to Jul 2023
- Alex WiemeJul 2021 to Mar 2023
- Craig VolkSep 2020 to Mar 2023
- Northwestern Mutual Investment Services LLCSep 2020 to Mar 2023
- Prudential Annuities Distributors, IncApr 2020 to Sep 2020
- Pruco Securities LLCSep 2018 to Sep 2020
- Prudential Life DistributorsSep 2018 to Sep 2020
- UnemployedAug 2018 to Sep 2018
- The Sales BoardFeb 2018 to Aug 2018
- Caribou CoffeeJan 2018 to Feb 2018
- UnemployedJul 2017 to Jan 2018
- Moxie Wealth ManagementJul 2016 to Jul 2017
- North Star Resource GroupJul 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 3066884
- Firm CRD
- 20472