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Imran Olamide Akinteye

Investment adviser representative at Advice and Planning Services
12 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

12 years in the industry.

  1. TIAA-CREF Individual & Institutional Services, LLCMar 2026 to now
  2. TIAAMar 2026 to now
  3. Fisher InvestmentsOct 2024 to Mar 2026
  4. Fidelity Personal and Workplace AdvisorsJul 2023 to Oct 2024
  5. Fidelity Brokerage Services LLCFeb 2023 to Oct 2024
  6. Best BuyOct 2020 to Jan 2024
  7. WalmartSep 2019 to Nov 2020
  8. Tropical Smoothie CafeAug 2019 to Sep 2019
  9. Main EventMar 2019 to Jun 2019
  10. Andy's Frozen CustardOct 2018 to Mar 2019
  11. Tarrant County CollegeAug 2017 to May 2022
  12. Taco BellJul 2017 to Aug 2018
  13. Keller Central HighschoolAug 2014 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7704944
Firm CRD
20472
Advisor's SEC record (opens in a new tab)
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