Chase Dion Nelson
Investment adviser representative at Advice and Planning Services
10 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Chase Dion Nelson? 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
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMar 2026 to now
- TIAAMar 2026 to now
- Strategic Advisers LLCMar 2025 to Mar 2026
- Fidelity Personal and Workplace AdvisorsDec 2024 to Mar 2025
- Fidelity Brokerage Services LLCAug 2024 to Mar 2026
- Fidelity InvestmentsAug 2024 to Mar 2026
- UnemployedMay 2024 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Apr 2024
- Wendy'sJul 2022 to Jul 2022
- UnemployedFeb 2022 to Jun 2022
- T. Rowe Price Advisory Services, Inc.Jun 2021 to Feb 2022
- T. Rowe Price Investment Services, Inc.Jun 2021 to Feb 2022
- UnemployedApr 2021 to Jun 2021
- Pizza HutJan 2019 to May 2019
- Bank of America, N.A.Jan 2018 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Apr 2021
- State Employees Credit UnionApr 2017 to Jan 2018
- UnemployedFeb 2017 to Apr 2017
- Outback SteakhouseNov 2016 to Feb 2017
- K F Discount FuelSep 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6673903
- Firm CRD
- 20472