Firestar Gomez
Investment adviser representative at Advice and Planning Services
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- TIAAApr 2021 to now
- TIAA-CREF Individual & Institutional Services, LLCApr 2021 to now
- UnemployedMar 2021 to Apr 2021
- Equitable Advisors, LLCOct 2020 to Feb 2021
- UnemployedAug 2020 to Sep 2020
- The FarmMay 2019 to Apr 2020
- Camp Bow WowMay 2018 to Aug 2018
- University of ColoradoAug 2017 to Aug 2020
- Good Chemistry NurseriesMay 2017 to Aug 2017
- UnemployedDec 2016 to May 2017
- Valet Park of AmericaJun 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (AL, TX, VT).
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
- 7294838
- Firm CRD
- 20472