Michael Christopher Lowder
Investment adviser representative at Advice and Planning Services
14 yearsExperience
4 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, LLCDec 2023 to now
- TIAADec 2023 to now
- UnemployedJul 2023 to Dec 2023
- Morgan StanleyDec 2022 to Jul 2023
- E*trade Capital Management, LLCOct 2019 to Jul 2023
- E*trade Securities LLCOct 2019 to Jul 2023
- Harrisdirect LLCOct 2019 to Jul 2023
- Wells Fargo Clearing ServicesNov 2018 to Oct 2019
- J.P. Morgan Securities LLCApr 2018 to Nov 2018
- JP Morgan Chase Bank, N.A.Apr 2018 to Nov 2018
- Strategic Advisers LLCJul 2015 to Apr 2018
- Fidelity Brokerage Services LLCJul 2012 to Apr 2018
- Fidelity InvestmentsJul 2012 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 4 states (AL, TX, UT, 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
- 6103782
- Firm CRD
- 20472