Dasha Renee Coleman
Investment adviser representative at Advice and Planning Services
10 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
10 years in the industry.
- TIAAFeb 2026 to now
- TIAA-CREF Individual & Institutional Services, LLCFeb 2026 to now
- First Citizens Investor Services, Inc.Nov 2023 to Jan 2026
- Vanguard Marketing CorporationMar 2023 to Nov 2023
- Gaston County GovernmentApr 2021 to Mar 2023
- PNCApr 2019 to Mar 2021
- United States Postal ServiceNov 2018 to Dec 2018
- Wells FargoJan 2018 to Nov 2018
- Ross Dress for LessMay 2017 to Nov 2017
- University of North Carolina At PembrokeAug 2016 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7699026
- Firm CRD
- 20472