Ronnie Reed
Investment adviser representative at Advice and Planning Services
17 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
17 years in the industry.
- TIAAAug 2025 to now
- TIAA-CREF Individual & Institutional Services, LLCAug 2025 to now
- Strategic Advisers LLCMar 2025 to Jul 2025
- Fidelity Personal and Workplace AdvisorsAug 2019 to Mar 2025
- Fidelity Brokerage Services LLCJun 2019 to Jul 2025
- Fidelity InvestmentsJun 2019 to Jul 2025
- UnemployedApr 2019 to Jun 2019
- USAA Investment Management CompanyFeb 2014 to Apr 2019
- USAAMar 2009 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6137495
- Firm CRD
- 20472