Ian Mershon Ellis
Investment adviser representative at Advice and Planning Services
9 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
9 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCOct 2023 to now
- TIAAOct 2023 to now
- Vanguard Advisers, Inc.Jan 2023 to Sep 2023
- Vanguard Marketing CorporationNov 2022 to Sep 2023
- Merit Financial AdvisorsMay 2021 to Aug 2022
- LPL FinancialApr 2021 to Aug 2022
- Valencia CollegeMay 2020 to Aug 2021
- Royal Caribbean Cruises LLCJan 2017 to Jun 2017
- Universal Orlando ResortMay 2014 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7361041
- Firm CRD
- 20472