Joseph Michael Tieber
Investment adviser representative at Advice and Planning Services
23 yearsExperience
4 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
23 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2024 to now
- TIAAApr 2024 to now
- UnemployedJan 2024 to Mar 2024
- Morgan StanleySep 2023 to Dec 2023
- E*trade Capital Management LLCFeb 2022 to Dec 2023
- E*trade Securities LLCFeb 2022 to Sep 2023
- Alight Financial Advisors, LLCMar 2019 to Feb 2022
- Alight Financial Solutions, LLCMar 2019 to Feb 2022
- TIAAJan 2003 to Mar 2019
- TIAA-CREF Individual & Institutional Services, LLCJan 2003 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 4 states (AL, NC, 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
- 3200920
- Firm CRD
- 20472