Khalif Rameek Mink
Investment adviser representative at Advice and Planning Services
8 yearsExperience
4 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
8 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCDec 2024 to now
- TIAADec 2024 to now
- Fidelity Brokerage Services LLCOct 2024 to Dec 2024
- Fidelity InvestmentsOct 2024 to Dec 2024
- Vanguard Advisers, Inc.Jun 2022 to Oct 2024
- Vanguard Marketing CorporationMar 2022 to Oct 2024
- J.P. Morgan Securities LLCNov 2020 to Feb 2022
- U.S. Census BureauAug 2020 to Oct 2020
- JPMorgan Chase Bank, N.A.Nov 2019 to Feb 2022
- State Farm Insurance CompanyJul 2019 to Oct 2019
- Police and Fire Federal Credit UnionNov 2017 to Nov 2019
- Coca Cola CompanyFeb 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (AL, PA, 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
- 7320449
- Firm CRD
- 20472