Taylor Ryan Welch
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.
- TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
- TIAAAug 2026 to now
- Strategic Advisers LLCMar 2025 to Jul 2026
- Fidelity Personal and Workplace AdvisorsFeb 2024 to Mar 2025
- Fidelity Brokerage Services LLCJan 2024 to Jul 2026
- Fidelity InvestmentsJan 2024 to Jul 2026
- UnemployedMar 2023 to Jan 2024
- J.P. Morgan Securities LLCMay 2022 to Mar 2023
- JPMorgan Chase Bank, N.A.May 2022 to Mar 2023
- UnemployedMar 2022 to Apr 2022
- Charles Schwab & Co.Jan 2022 to Feb 2022
- Fidelity Brokerage Services LLCNov 2018 to Dec 2021
- Fidelity InvestmentsNov 2018 to Dec 2021
- TD Ameritrade Services Co., Inc.Oct 2018 to Oct 2018
- Dallas WingsApr 2018 to Sep 2018
- Power Home RemodelingMar 2018 to Apr 2018
- Lowe's Home ImprovementFeb 2017 to Nov 2017
- QuiktripAug 2013 to Feb 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 (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
- 7044875
- Firm CRD
- 20472