Td Ameritrade Investment Management, LLC
Td Ameritrade Investment Management, LLC (CRD# 111514) is a financial advisory firm headquartered in Omaha, NE. They manage $15,827,987,428 in 101,875 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management15,828MILLION
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Total Number of Accounts101,875ACCOUNTS
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Average Account Value$155,367
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Patrick Freeland (CRD# 2032347) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Westlake, TX and has 1 year of experience in the finance industry.
Thomas Gibson (CRD# 4744974) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
James Gorman (CRD# 6910983) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Huntersville, NC and has over 5 years of experience in the finance industry.
Blake Griffiths (CRD# 6435489) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Omaha, NE and has over 8 years of experience in the finance industry.
Andrew Haag (CRD# 4217333) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Westlake, TX and has over 22 years of experience in the finance industry.
Matt Harrelson (CRD# 5494198) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Westlake, TX and has over 15 years of experience in the finance industry. Matt Harrelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Edward Kesisian (CRD# 5663779) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Las Vegas, NV and has over 6 years of experience in the finance industry.
Clayton Kneip (CRD# 5353644) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Henderson, NV and has over 15 years of experience in the finance industry.
Michael Legette (CRD# 2499864) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Cary, NC and has over 24 years of experience in the finance industry.
Trent Loucks (CRD# 4479579) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Las Vegas, NV and has over 10 years of experience in the finance industry.