Michael Joseph Baker
Investment adviser representative at Advice and Planning Services
14 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
14 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2026 to now
- TIAAApr 2026 to now
- Charles Schwab & Co., IncSep 2025 to Apr 2026
- J.P. Morgan Chase Bank, N.A.Aug 2024 to Jul 2025
- J.P. Morgan Securities LLCAug 2024 to Jul 2025
- Citi Private Alternatives, LLCMay 2018 to Aug 2024
- Citigroup Global Markets Inc.May 2018 to Aug 2024
- J.P. Morgan Securities LLCJul 2017 to Apr 2018
- Massachusetts Mutual Life InsuranceJul 2013 to Mar 2020
- Strategic Advisers, Inc.Jan 2013 to Jul 2017
- Fidelity Brokerage Services LLCAug 2012 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (AL, 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
- 4459184
- Firm CRD
- 20472