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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

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Employer Years Dates
Tiaa-Cref Individual & Institutional Services, LLC 15 years, 6 months Jun 2001 - Present
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Sheri Ann Zimmerman?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 12, 2012
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 9, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advice and Planning Services

Last updated on Oct. 3, 2016
    • $16.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 46K
      Accounts
    • $365.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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