Clovis Aaron Russell
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, LLCAug 2026 to now
- TIAAAug 2026 to now
- Principal Life Insurance CompanyJun 2024 to Jul 2026
- Principal Securities, Inc.Jun 2024 to Jul 2026
- UnemployedMay 2024 to Jun 2024
- HourlyJan 2024 to Apr 2024
- PaylocityJan 2022 to Dec 2023
- Marsh & Mclennan AgencyJan 2021 to Dec 2021
- UnemployedOct 2020 to Dec 2020
- Cxc SolutionsMar 2020 to Sep 2020
- Selerix Systems, Inc.Jul 2016 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4385549
- Firm CRD
- 20472