Dionne Loney

Investment adviser representative at Advice and Planning Services

15 yearsExperience

1 stateRegistered in

$37.9BFirm assets

22 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

These describe the firm as a whole, not only this advisor.

15 years in the industry.

Registered as an investment adviser representative in 1 state (NC).

Legal name: TIAA-CREF Individual & Institutional Services, LLC

$37.9BAssets managed

72,503Clients

1,707Advisers

22 yearsIn business

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.