Patrick Ryan Fleming
Investment adviser representative at Advice and Planning Services
13 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
13 years in the industry.
- TIAAMar 2024 to now
- TIAA-CREF Individual & Institutional Services, LLCMar 2024 to now
- UnemployedNov 2023 to Feb 2024
- Horace Mann CompaniesJul 2023 to Nov 2023
- Horace Mann Investors IncJul 2023 to Nov 2023
- UnemployedJun 2023 to Jun 2023
- Randstad Usa/wells FargoFeb 2023 to Jun 2023
- UnemployedDec 2022 to Feb 2023
- Vanguard Advisers, Inc.Apr 2021 to Dec 2022
- Vanguard Marketing CorporationFeb 2021 to Dec 2022
- UnemployedNov 2020 to Jan 2021
- Lincoln Financial Distributors, IncSep 2018 to Oct 2020
- UnemployedMay 2018 to Sep 2018
- Christopher Newport UniversityAug 2013 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7028149
- Firm CRD
- 20472