Unclaimed Profile

John Bell

TD AMERITRADE INVESTMENT MANAGEMENT, LLC·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 65CFPClean record22 years registeredTD AMERITRADE INVESTMENT MANAGEMENT, LLC

200 SOUTH 108TH AVENUE, OMAHA, NE 68154CRD# 4403368Firm CRD# 111514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Bell · OMAHA, NE

Registration

CRD #4403368 · TD AMERITRADE INVESTMENT MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

FREE STATE FINANCIAL PLANNING, LLC

Apr 2024 – present

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Feb 2014 – Sep 2023

Gaithersburg, MD

TD AMERITRADE, INC.

Feb 2014 – Oct 2022

Gaithersburg, MD

AMERIVEST INVESTMENT MANAGEMENT, LLC

Jun 2004 – Feb 2014

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 65

Registration record

First registered · June 8, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

CRD 111514 · SEC 801-55501

AUM

$15.8B

Regulatory assets under management

Employees

101,875 client accounts

Services offered by TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TD AMERITRADE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Bell offer?

John Bell specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are John Bell's credentials?

John Bell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Bell located?

John Bell is based in OMAHA, Nebraska, working with TD AMERITRADE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does John Bell charge for services?

John Bell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TD AMERITRADE INVESTMENT MANAGEMENT, LLC?

TD AMERITRADE INVESTMENT MANAGEMENT, LLC has approximately 20 employees and manages $15.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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