Sarah Lynn Koth
Investment adviser representative at Advice and Planning Services
12 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
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCAug 2024 to now
- TIAAAug 2024 to now
- Athene Securities, LLCJun 2023 to Aug 2024
- UnemployedApr 2023 to May 2023
- Powell Financial PartnersJul 2022 to Apr 2023
- Cetera Advisor Networks LLCJun 2021 to Mar 2023
- Cetera Advisors LLCJun 2021 to Jul 2022
- Cetera Financial Specialists LLCJun 2021 to Jul 2022
- Cetera Investment Services LLCJun 2021 to Jul 2022
- First Allied Securities IncJun 2021 to Jul 2022
- Voya Financial AdvisorsSep 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 3106716
- Firm CRD
- 20472