Deny Delgadillo
Investment adviser representative at Advice and Planning Services
11 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
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCOct 2022 to now
- TIAAOct 2022 to now
- MML Investors Services LLCFeb 2022 to Oct 2022
- Mass Mutual Insurance CompanyNov 2021 to Oct 2022
- Bankers Life Advisory Services, Inc.Mar 2021 to Nov 2021
- Bankers Life Securities, Inc.Mar 2021 to Nov 2021
- Bankers Life & CasualtyFeb 2021 to Nov 2021
- Bancwest Investment ServicesDec 2017 to Feb 2021
- Bank of the WestDec 2017 to Feb 2021
- U.S. Bancorp Investments, Inc.Nov 2011 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5800813
- Firm CRD
- 20472