Albert Leonard Waisanen
Investment adviser representative at Advice and Planning Services
12 yearsExperience
4 statesRegistered 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.
- TIAA-CREF Individual & Institutional Services, LLCJan 2026 to now
- TIAAJan 2026 to now
- Employment Search and UnemployedSep 2025 to Dec 2025
- Strategic Advisers LLCMar 2025 to Aug 2025
- Fidelity Personal and Workplace AdvisorsAug 2023 to Mar 2025
- Fidelity Brokerage Services LLCMar 2023 to Aug 2025
- Fidelity InvestmentsMar 2023 to Aug 2025
- Extended Travel and UnemployedFeb 2022 to Feb 2023
- Group Insurance Analysts/gia Risk ManagementMay 2014 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (AL, NC, TX, VT).
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
- 7716418
- Firm CRD
- 20472