Matthew Laanan Aquino
Investment adviser representative at Advice and Planning Services
11 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
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2026 to now
- TIAAApr 2026 to now
- J.P. Morgan Securities LLCJul 2025 to Apr 2026
- JPMorgan Chase Bank, N.A.Jul 2025 to Apr 2026
- Fisher InvestmentsFeb 2025 to Jul 2025
- Prestonwood Christian AcademyAug 2023 to Oct 2023
- Vanguard Advisers, Inc.Sep 2022 to Jan 2025
- Vanguard Marketing CorporationSep 2022 to Jan 2025
- Tog Kona Texas LLCMay 2022 to May 2022
- Fisher InvestmentsJul 2021 to Sep 2022
- Charles Schwab & Co., Inc.Feb 2020 to Jul 2021
- Farmers InsuranceNov 2019 to Jan 2020
- Profile By SanfordSep 2017 to Dec 2019
- UnemployedJul 2017 to Aug 2017
- The Training SpotMay 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7024028
- Firm CRD
- 20472