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.
- TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
- TIAAAug 2026 to now
- Lrs FederalJun 2026 to Jul 2026
- WastefreeMay 2026 to Jul 2026
- La FitnessApr 2026 to May 2026
- AgiaApr 2025 to Apr 2026
- Valic Financial Advisors, LLCMar 2025 to Apr 2026
- UnemployedJan 2025 to Mar 2025
- Self-employedSep 2024 to Jan 2025
- Fidelity Brokerage Services LLCJul 2022 to Sep 2024
- Fidelity InvestmentsJan 2022 to Sep 2024
- American National Bank of TexasJun 2021 to Dec 2021
- Innovation First International, IncFeb 2020 to Mar 2020
- Dallas College (eastfield)Jun 2019 to Jun 2020
- Texas A&m University CommerceAug 2018 to Aug 2021
- Enterprise Holdings, IncAug 2018 to Feb 2020
- Harris Group Investments Company (7- Eleven)May 2018 to Jan 2019
- Marsden South LLC (aztec Facility Management)Feb 2018 to May 2018
- Sam Houston State UniversityAug 2017 to May 2018
- UnemployedJul 2017 to Aug 2017
- Eym Group, Inc (denny's Diner)Mar 2017 to Jun 2017
- Dallas College (richland)Aug 2016 to Jun 2017
- 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