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Chris Wogbeh

Investment adviser representative at Advice and Planning Services
13 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

13 years in the industry.

  1. TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
  2. TIAAAug 2026 to now
  3. Lrs FederalJun 2026 to Jul 2026
  4. WastefreeMay 2026 to Jul 2026
  5. La FitnessApr 2026 to May 2026
  6. AgiaApr 2025 to Apr 2026
  7. Valic Financial Advisors, LLCMar 2025 to Apr 2026
  8. UnemployedJan 2025 to Mar 2025
  9. Self-employedSep 2024 to Jan 2025
  10. Fidelity Brokerage Services LLCJul 2022 to Sep 2024
  11. Fidelity InvestmentsJan 2022 to Sep 2024
  12. American National Bank of TexasJun 2021 to Dec 2021
  13. Innovation First International, IncFeb 2020 to Mar 2020
  14. Dallas College (eastfield)Jun 2019 to Jun 2020
  15. Texas A&m University CommerceAug 2018 to Aug 2021
  16. Enterprise Holdings, IncAug 2018 to Feb 2020
  17. Harris Group Investments Company (7- Eleven)May 2018 to Jan 2019
  18. Marsden South LLC (aztec Facility Management)Feb 2018 to May 2018
  19. Sam Houston State UniversityAug 2017 to May 2018
  20. UnemployedJul 2017 to Aug 2017
  21. Eym Group, Inc (denny's Diner)Mar 2017 to Jun 2017
  22. Dallas College (richland)Aug 2016 to Jun 2017
  23. Lake Highlands High SchoolAug 2013 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2025

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
7605912
Firm CRD
20472
Advisor's SEC record (opens in a new tab)
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