Reginald James Wheeler
Investment adviser representative at Advice and Planning Services
15 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
15 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMar 2023 to now
- TIAAMar 2023 to now
- Horace Mann CompaniesJul 2020 to Mar 2023
- United Partners Insurance LLCJul 2020 to Mar 2023
- Horace Mann Investors IncJun 2020 to Mar 2023
- Pruco Securities, LLCSep 2019 to Jul 2020
- The Prudential Insurance Company of AmericaSep 2019 to Jul 2020
- Guardian Life Insurance CompanySep 2018 to Aug 2019
- Park Avenue Securities LLCSep 2018 to Aug 2019
- Advised Assets Group, LLCJun 2016 to Aug 2018
- Gwfs Equities, Inc.Dec 2011 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 5662780
- Firm CRD
- 20472