William Robert Thorman
Financial advisor at TIAA-CREF Individual & Institutional Services, LLC · Frisco, TX
Last updated 2026-10-10
Claim your profileWilliam Robert Thorman is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC in Frisco, TX, CRD 6318238. Licenses and exams on the registration: Series 63, Series 66. First registered 2024-09-04.
Registration
- CRD number
- 6318238
- Registration status
- Active
- First registered
- 2024-09-04
- Years of experience
- 14
- States registered
- TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2012-07 to 2018-08 · North Star Stockers · Wichita Falls, TX
- 2016-05 to 2017-07 · Microventure Marketplace Inc. · Austin, TX
- 2017-08 to 2019-11 · Postrock Brokerage · Chicago, IL
- 2019-12 to 2020-06 · Uber · Chicago, IL
- 2020-07 to 2020-09 · Unemployed · Chicago, TX
- 2025-01 to 2026-03 · Osaic Wealth, Inc. · Chicago, IL
- 2020-09 to 2025-01 · Osaic Fa, Inc. · Chicago, IL
- 2026-04 to Present · TIAA · Frisco, TX
- 2026-04 to Present · TIAA-CREF Individual & Institutional Services, LLC · Frisco, TX
- 2020-09 to 2026-03 · The Next Level Planning Group · Chicago, IL
Current employment
- TIAA-CREF Individual & Institutional Services, LLC · New York, NY
TIAA-CREF Individual & Institutional Services, LLC
- Regulatory AUM
- $37,928,601,788
- Registered advisors
- 1,721
- Offices
- 929
- Clients per advisor
- 42.1 (Low)
- Average AUM per client
- $523.1K (Low)
- High-net-worth client ratio
- 64.6% (High)
TIAA-CREF Individual & Institutional Services, LLC: advisors, services and reported ETF investments
Reported ETF positions
TIAA-CREF Individual reports 274 ETF positions worth $26.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IEFA — iShares Core MSCI EAFE ETF | $1.9B |
| VUG — Vanguard Morningstar Growth ETF | $1.8B |
| VTV — Vanguard Morningstar Value ETF | $1.5B |
| VEA — Vanguard FTSE Developed Markets ETF | $1.4B |
| IWY — iShares Russell Top 200 Growth ETF | $1.4B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
TIAA-CREF Individual's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $392.4M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $416.3M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $1.3M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $576.5K | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by TIAA-CREF Individual & Institutional Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
3965 Dallas Parkway, Frisco, TX 75034
301 advisors at this office.
Contact
The firm's filed contact details.
Official record
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