April Dawn Rose
Investment adviser representative at Advice and Planning Services
18 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
18 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJan 2025 to now
- TIAAJan 2025 to now
- Tekonsha CafeAug 2023 to Dec 2023
- Valic Financial Advisors, Inc.Apr 2022 to Dec 2024
- GncMay 2021 to Sep 2021
- Tekonsha CafeMay 2021 to Jun 2021
- VoyaMar 2020 to Apr 2022
- Voya Financial Partners, LLCMar 2020 to Apr 2022
- Icma Retirement CorporationApr 2019 to Mar 2020
- Icma-rc Services, LLCApr 2019 to Mar 2020
- Lincoln Financial Advisors CorporationNov 2016 to Apr 2019
- Lincoln Financial GroupFeb 2008 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5518259
- Firm CRD
- 20472