Ryan Isaiah Ojeda
Investment adviser representative at Advice and Planning Services
12 yearsExperience
3 statesRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Ryan Isaiah Ojeda? Claim your profile
Contact this firm
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, LLCJul 2026 to now
- TIAAJul 2026 to now
- Summit Valley BandMay 2021 to now
- Nexpoint Securites, Inc.May 2025 to Jun 2026
- Vanguard Advisers, Inc.Jun 2023 to May 2025
- Vanguard Marketing CorporationMay 2022 to May 2025
- UnemployedJan 2022 to May 2022
- Dfw Pool ServicesApr 2021 to Jul 2021
- The Tin CupSep 2020 to May 2021
- Elitch GardensMay 2019 to Jul 2019
- Bjs BrewhouseMar 2019 to Oct 2019
- Texas RoadhouseMay 2018 to Aug 2018
- The University of Texas At ArlingtonAug 2017 to Dec 2021
- Domino's PizzaMay 2016 to Apr 2017
- Celina High SchoolAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (AL, 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
- 7540497
- Firm CRD
- 20472