Avertis Anthony Willis
Investment adviser representative at Advice and Planning Services
20 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
20 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2026 to now
- TIAAApr 2026 to now
- University of North TexasFeb 2026 to Apr 2026
- 24 Hour FitnessJan 2025 to Feb 2026
- University of North TexasSep 2024 to Dec 2024
- Edward JonesNov 2022 to Aug 2024
- Key BankMay 2022 to Oct 2022
- United States ArmyMay 2018 to Apr 2022
- United States Postal ServiceMar 2018 to Apr 2018
- Grapevine Dodge Jeep and ChryslerJan 2017 to Mar 2017
- StrukmyerJun 2016 to Nov 2016
- White Glove TeamAug 2006 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6435270
- Firm CRD
- 20472