Ashleigh Marie Frohberg
Investment adviser representative at Advice and Planning Services
11 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
11 years in the industry.
- TIAAJul 2022 to now
- TIAA-CREF Individual & Institutional Services, LLCJul 2022 to now
- UnemployedApr 2022 to Jun 2022
- Associate StaffingMar 2022 to Mar 2022
- UnemployedDec 2021 to Feb 2022
- Allsouth Federal Credit UnionAug 2021 to Nov 2021
- UnemployedJun 2021 to Jul 2021
- State University of New York (suny) New PaltzAug 2019 to May 2021
- Hudson Valley Federal Credit UnionJun 2019 to Aug 2019
- State University of New York (suny) OswegoAug 2018 to May 2019
- Modell's Sporting GoodsOct 2016 to Jan 2019
- Middletown High SchoolSep 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 7587886
- Firm CRD
- 20472