Paul E Kubasiak
Investment adviser representative at Advice and Planning Services
14 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
14 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCNov 2022 to now
- TIAANov 2022 to now
- Northern Trust BankApr 2020 to Nov 2022
- Northern Trust Investments, IncorporatedApr 2020 to Nov 2022
- Northern Trust Securities, Inc.Apr 2020 to Nov 2022
- Sheridan Road Advisors, LLC (sheridan Road)Jul 2018 to May 2020
- Independent Financial PartnersJan 2015 to Dec 2018
- LPL Financial, LLCNov 2012 to Apr 2020
- Sheridan Road FinancialNov 2012 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6141281
- Firm CRD
- 20472