Tyler James Brubaker
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, LLCDec 2022 to now
- TIAADec 2022 to now
- Airtech of PensacolaAug 2022 to Nov 2022
- Florida Financial AdvisorsJul 2021 to Aug 2022
- F4 Wealth AdvisorsJan 2021 to May 2021
- Second Harvest of Central FloridaSep 2020 to Feb 2021
- Unemployed Student/covidSep 2019 to Aug 2020
- Airtech of Pensacola IncMay 2019 to Aug 2019
- UnemployedOct 2018 to Apr 2019
- Rollins CollegeMay 2018 to May 2021
- UnemployedJun 2017 to Apr 2018
- Rollins CollegeSep 2016 to May 2017
- Airtech of Pensacola IncNov 2013 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2023
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
- 7332963
- Firm CRD
- 20472