Joshua Aaron Tanner
Investment adviser representative at Advice and Planning Services
15 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
15 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJan 2025 to now
- TIAAJan 2025 to now
- Charles Schwab & Co., Inc.Oct 2021 to Jan 2025
- Charles Schwab Bank, SsbOct 2021 to Jan 2025
- Self-employed - Amazon StoreAug 2019 to Oct 2021
- Vanguard Advisers, Inc.Aug 2019 to Oct 2021
- Vanguard Marketing CorporationJun 2017 to Oct 2021
- Groviv, LLCAug 2016 to Apr 2017
- Brigham Young UniversityAug 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
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
- 6812811
- Firm CRD
- 20472