Brady Lee Nolan
Investment adviser representative at Advice and Planning Services
15 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
15 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCOct 2023 to now
- TIAAOct 2023 to now
- Bank of America N.A.Sep 2022 to Sep 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Sep 2023
- Varsity TutorsFeb 2022 to Aug 2022
- Northwestern Mutual Life Insurance CompanyMay 2021 to Aug 2022
- Northwestern Mutual Investment Services LLCApr 2021 to Aug 2022
- AmazonAug 2020 to Jun 2022
- LowesJun 2020 to Sep 2020
- Ohio State UniversityAug 2019 to May 2022
- Jbcab Berne LLC dba McdonaldsMay 2019 to Dec 2019
- Capital UniversityAug 2018 to Apr 2019
- SpeedwayJun 2018 to Mar 2019
- Towne ParkJun 2018 to Jun 2018
- Spencerville High SchoolMar 2011 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7364190
- Firm CRD
- 20472