Matthew John Stork
Investment adviser representative at Advice and Planning Services
12 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
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJun 2026 to now
- TIAAJun 2026 to now
- UnemployedMar 2026 to Jun 2026
- First Citizens BankOct 2024 to Mar 2026
- First Citizens Investor ServicesOct 2024 to Mar 2026
- UnemployedApr 2024 to Oct 2024
- Wells Fargo Bank, NANov 2022 to May 2024
- Wells Fargo Clearing Services, LLCNov 2022 to May 2024
- Principal Securities IncSep 2021 to Oct 2022
- Principal Life Insurance CompanyMay 2021 to Oct 2022
- Wells FargoJan 2021 to May 2021
- UnemployedFeb 2020 to Jan 2021
- American AirlinesJan 2014 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser 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
- 7447682
- Firm CRD
- 20472