Alexandra Suzanne Shanafelt
Investment adviser representative at Advice and Planning Services
12 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Alexandra Suzanne Shanafelt? Claim your profile
Contact this firm
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
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCAug 2024 to now
- TIAAAug 2024 to now
- EssMar 2024 to Jul 2024
- Vanguard Advisers, Inc.Feb 2022 to Feb 2024
- Vanguard Marketing CorporationDec 2021 to Feb 2024
- Nova 401(k) AssociatesDec 2020 to Dec 2021
- Honeybee Facial StudioJan 2020 to Nov 2020
- UnemployedSep 2019 to Dec 2019
- Equitable Financial Life Insurance Co.Oct 2017 to Aug 2019
- AXA Advisors, LLCJun 2017 to Aug 2019
- Sarah Ogle (AXA Advisors, LLC)Mar 2016 to Jun 2017
- University of North TexasAug 2015 to Aug 2017
- Tgi Friday'sJun 2014 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2022
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
- 6634305
- Firm CRD
- 20472